Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.
Latest articles, press releases and videos
A decade after the referendum
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of Brexit ten years on.
Where has Brexit left UK investment trusts?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of the Brexit vote on UK investment trusts.
Recorded in June 2026.
The impact of the Brexit vote on UK markets over the last 10 years
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of the Brexit vote on UK markets over the last 10 years.
Recorded in June 2026.
Is the Brexit decision still an issue for markets today?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss whether the Brexit decision is still an issue for markets today.
Recorded in June 2026.
Why has sentiment towards the UK recovered recently?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss why sentiment towards the UK has recovered recently.
Recorded in June 2026.
Has sentiment towards UK investment trusts changed and why?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss whether sentiment towards UK investment trusts has changed and why.
Recorded in June 2026.
Why are investment trusts well placed for the next decade?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss why investment trusts are well placed for the next decade.
Recorded in June 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
AEW UK REIT “considering” counter bid for small rival Alternative Income
Morning briefing: Supermarket Income raises £100m for acquisitions; Barratt Redrow launches £386m buybacks in response to Phoenix AM’s demand; Diverse Income’s liquidation added to Premier Miton’s “challenging” outflows
Real Estate Credit Investments
13 July 2026
FY’26 results: High yield, clear path to dividend cover.
BH Macro
9 July 2026
BH Macro USD
9 July 2026
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
What does that word mean? Find your way around investment trust jargon.
Research tools
Find and compare investment companies and trusts, or look up a company you're interested in.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
