Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.
Latest articles, press releases and videos
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Tariffs, war and tantrums: how investment managers are navigating Trump 2.0
Greencoat UK Wind says government scrapping carbon tax on electricity generators will knock up to 3.8% off asset value
Morning briefing: JPMorgan US Smaller cuts fee as underperformance in AI boom worsens; RIT Capital limits March hit to 1.9%; NCP demise weighs on AEW UK; plus GCP Infrastructure
Impax Environmental shareholders approve 100% exit tender in bid to escape Saba control
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.
