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
What’s your view on the discount/premium on your trust. Could it represent a buying opportunity?
Managers from Pantheon International, Literacy Capital, and ICG Enterprise explain why their trust could be a buying opportunity.
Private equity managers respond to the recent criticisms of the sector
Private equity managers from ICG Enterprise, Literacy Capital and Pantheon International answer questions on the valuation of portfolio companies, high fees, and the buyback of shares.
How are private equity portfolio companies faring in the current challenging economic conditions?
The AIC spoke to private equity managers from Pantheon International, Literacy Capital and ICG Enterprise to hear their views on the challenging economic environment.
Go woke, not broke
Greater diversity on investment company boards is good for shareholders, writes David Prosser.
Battling the scourge of inflation
David Prosser looks at how investment companies can help protect the real value of your savings.
Investment companies with exposure to generative AI
There are 20 AIC investment companies set to benefit from generative artificial intelligence (AI).
Private equity managers respond to criticisms of the sector
They answer questions on performance, ESG, fees, discounts and buybacks.
Meet the manager: Martin Connaghan
Hear from Martin Connaghan, Co-Manager of Murray International Trust .
Investment Trust Outlook | Income - May 2023
What is the outlook for European real estate and what areas offer reliable income in the UK market? Experts from Schroders and abrdn join us to discuss:
"The outlook is bright": Investment company managers on the recovery in Japan
Managers discuss the reasons for Japan’s recent good performance and where they are seeing further opportunities.
The benefits of staying active
Active strategies make sense for less well researched markets, argues David Prosser.
Investment Trust Outlook | Income - May 2023
What is the outlook for European real estate and what areas offer reliable income in the UK market? Experts from Schroders and abrdn join us to discuss:
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.
Edinburgh Worldwide tender blocked
Active ETF Intelligence – taking stock of the first few weeks
Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows
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.
