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
PLSA launches guide to investment companies for pension trustees
Produced in partnership with the AIC, the guide helps trustees understand the features and benefits of investment companies.
Dispelling the discount doubts
Widening discounts can seem scary, but they’re a normal part of the market cycle, writes David Prosser.
The AI revolution: can we manage the risks and reap the rewards?
"History tells us that advances in technology help improve society and efficiency."
AIC expands AGM calendar to include shareholder presentations
Post-Covid, over 30% of upcoming meetings now offer an option to attend online.
Small can be beautiful once again
David Prosser on why UK smaller companies could benefit from brightening economic weather.
Taking the alternative view
David Prosser goes off the beaten track in search of investment opportunities
Robot revolution
Ian Cowie explains how to invest in AI.
Could it be time to go for growth?
David Prosser asks when the pendulum will swing away from value and back towards growth stocks.
King’s Coronation: In the hot seat
In the run-up to the King’s Coronation, investment company managers discuss taking over the reins from long-serving predecessors.
Investment Trust Edge
Abrdn Diversified Income & Growth is on a 26% discount to NAV is value or a value trap? In a rising rate environment, what’s the point of alternative income? And we tak...
Meet the manager: Georgina Brittain
Portfolio Manager of JPMorgan UK Smaller Companies and JPMorgan MidCap.
Young people more aware of cryptocurrency than any other investment
Lack of understanding and cost of living crisis are the biggest barriers to investing. Instagram is the most popular social media platform to find out about finances.
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.
