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
Are you ready for VCT season?
David Prosser explores how VCTs can provide a tax-efficient option for investors.
On the income hunt once more
David Prosser explores how investment companies can offer income opportunities as inflation falls
Change in the air
David Prosser asks whether the headwinds facing investment companies are about to turn into tailwinds.
New year, new beginnings: what themes or countries are you particularly positive about?
Emily Fletcher, Co-Manager of BlackRock Frontiers, discusses the countries and themes she's feeling optimistic about.
New year, new beginnings: what could bring the UK back in favour?
Alex Wright, Portfolio Manager of Fidelity Special Values, on what could bring the UK back in favour.
New year, new beginnings: what do you think could happen to inflation and interest rates?
James Hart, Investment Director of Witan Investment Trust, on what he thinks could happen next for inflation and interest rates.
New year, new beginnings: could you reflect on your performance in 2023?
Fund managers from Witan Investment Trust, Fidelity Special Values and BlackRock Frontiers reflect on their performance this year.
Investment company 2023 review
Mergers, buybacks, liquidations and manager changes dominate corporate activity.
New year, new beginnings: what is your biggest cause for concern in 2024?
Annabel Brodie-Smith discusses concerns for 2024 with James Hart, Alex Wright and Emily Fletcher.
Change in capital requirements for brokers could bring down cost of trading investment companies
The AIC warmly welcomes the Prudential Regulatory Authority’s (PRA’s) policy statement on the amount of capital brokers have to hold to make markets in investment company shares.
New year, new beginnings: what is your biggest cause for optimism in 2024?
A panel of experts discuss their biggest causes for optimism in the coming year.
New year, new beginnings: what did you enjoy most about managing your trust this year?
James Hart, Alex Wright and Emily Fletcher, Co-Manager of BlackRock Frontiers reveal their favourite parts of managing their trusts this year.
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.
RTW Biotech makes 143% return from record $625m flotation of obesity jab developer Kailera
Edinburgh Worldwide rallies shareholders to AGM vote saying there’s “real opportunity” to defeat Saba a third time
Impax Environmental Markets considers its future after investors, including Saba, sell 78% of the trust’s shares
Morning briefing: Throgmorton delists as BlackRock merger approved; Claverhouse takes its place in FTSE 250; Diverse Income tables votes for open-ended rollover; plus NAS, OIG
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.
