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

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Give yourself a chance to beat the market

David Prosser on the potential benefits of active management.

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AIC gets behind launch of government-backed retail investment campaign

New AIC guide on how to make your first investment in the stock market.

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Renewable energy trusts in focus as oil and gas prices soar

Experts discuss prospects for sector and give their favoured trust picks.

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An investment trusts investing masterclass with the AIC’s Annabel Brodie-Smith

Annabel Brodie-Smith joins the Twin Petes Investing podcast to talk all things investment trusts, from Saba to dividend heroes, M&A and much more.

Nick Britton on investment trust trends

Nick Britton of the Association of Investment Companies joins the show to discuss current trends, discounts, the rise of activists and how the AIC can help retail investors.

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The investment trust sectors that could protect you from high inflation

David Prosser proposes some investment strategies to consider for those worried about the rising cost of living.

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AIC responds as Impax Environmental Markets shareholders accept board's exit tender offer

Shareholders have until 1.00pm on 17 April to tender their shares.

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Make-or-break vote at Edinburgh Worldwide AGM

See table for voting deadlines on four major platforms.

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Director talk: Susannah Nicklin

Susannah is chair of Ecofin Global Utilities and Infrastructure Trust, and a director of North American Income Trust.

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Should I pay for an investment platform or use a free trading app?

The lang cat’s Steve Nelson asks whether there is a hidden cost to a “free” service.

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How to make your first investment in the stock market

It’s easy with our step-by-step guide.

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AIC responds to result of Edinburgh Worldwide general meeting

Richard Stone has commented following Saba’s vote against the board’s exit tender proposal.

Thematic research

Third-party thematic research on investment companies can be found below.

The changing of the guard

14 July 2026

A World Cup style review

14 July 2026

Full moon rising

2 July 2026

Myths and legends in investment trust M&A.

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Murray International makes double digit return amid ‘huge volatility’

The £2.2bn global income trust underperformed its benchmark due to caution around market leaders.
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Is there an opportunity in squeezed UK small caps?

If you read our recent note on Temple Bar (TMPL), you’ll have seen that we included a section entitled “Compelling UK valuation opportunity”. Below is one of the tables we used to back that up. As you can see, UK stocks are cheap relative to peers, and especially US stocks. It is true that large […]
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Pacific Horizon: dragons and salamanders

Qian Zhang, investment specialist, Baillie Gifford. Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss.   As with any investment, your capital is at risk. Asia had a strong year in 2025, and we […]
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India investment trusts: Is the long-term story still intact after a difficult 2026?

India has been one of the world’s best-performing major equity markets over the past decade, supported by strong GDP growth, rising household wealth, digitalisation and expanding manufacturing. For UK investors, investment trusts remain one of the easiest ways to gain diversified exposure to the country’s long-term structural growth.
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Murray International delivers robust H1 performance

Global equity income trust Murray International (LON:MYI) delivered another robust performance in the six months to June. The fund generated a positive net asset value (NAV) total return of 10.5%.

BlackRock World Mining

6 August 2026

Investing in commodities.

Schroder UK Mid Cap

5 August 2026

SCP could offer exposure to a recovery in UK mid caps.

Baillie Gifford European Growth

5 August 2026

BGEU refreshes its approach to growth investing in Europe.

BlackRock American Income

4 August 2026

BRAI has delivered strong returns under its new strategy.

JPMorgan China Growth & Income

4 August 2026

Stock selection and exposure to structural themes have supported JCGI’s meaningful outperformance this year.

Transaction in Own Shares

07/08/2026 - 18:19

BlackRock Energy and Resources Income

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Transaction in Own Shares

07/08/2026 - 18:04

BlackRock Greater Europe

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Transaction in Own Shares

07/08/2026 - 18:02

BlackRock Smaller Companies

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JPMorgan European Growth & Income

07/08/2026 - 18:00

JPMorgan European Growth & Income

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Transaction in Own Shares

07/08/2026 - 17:55

Worldwide Healthcare Trust

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Glossary

What does that word mean? Find your way around investment trust jargon.

Research tools

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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.