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
Investment company 2022 review
(Updated) Existing companies raise £5.3 billion in a difficult year.
Managers, mergers and money matters
Faith Glasgow explains the main investment company corporate activity in 2022.
Investment company 2022 review
Existing companies raise £5.2 billion in a difficult year.
Investment company managers see China recovery potential in 2023
Chinese companies have “strong fundamentals” and earnings growth.
What themes in Baillie Gifford US Growth Trust's portfolio are you most excited about?
Gary Robinson, Manager of Baillie Gifford US Growth Trust, discusses the themes in his investment company's portfolio he is most excited about.
‘Brexit dividend’ needs to focus on investors
AIC welcomes the broad sweep of proposals to invigorate markets
Goodbye Mr PRIIPs
AIC applauds abolition of PRIIPs and a new disclosure regime
What are the specific advantages of investing in the UK over other markets?
Simon Gergel, Manager of The Merchants Trust, discusses the specific advantages of investing in the UK over other markets.
How will global equities be affected by the recession in 2023?
Bruce Stout, Manager of Murray International, gives his views on how global equities will be affected by the recession in 2023.
Top-performing investment company sectors in 2022
Commodities & Natural Resources comes out top in a tough year.
Around the table
Faith Glasgow discovers what a good board of directors looks like.
Looking forward to 2023 - what is your biggest cause for optimism?
The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their greatest causes for optimism in 2023.
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.
