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 on the horizon?
Ian Cowie gives his outlook for investors this year.
Looking forward to 2023 - what is your biggest cause for concern?
The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their biggest causes for concern in 2023.
Fund manager poll
Energy tipped to be top performer in 2023 followed by information technology
Reflecting on your performance in 2022 - what went well and what went badly?
The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust discuss the performance of their investment companies in 2022.
Bag a real bargain this Christmas
Looking for gift ideas? David Prosser discusses why shares in an investment company could be one present your loved ones will thank you for over many years to come.
Not just a present for Christmas
Saving for children with investment companies
How is renewable energy infrastructure helping to tackle the problem of high energy prices?
The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how renewable energy infrastructure is helping to tackle high energy prices.
Is the regulatory environment and government policy supportive of renewable energy infrastructure?
The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how supportive the regulatory environment and government policy is of the Renewable Energy infrastructure sector.
What kind of assets do you invest in and how does this benefit investors?
The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss the types of assets they are investing in.
Where are you seeing the most exciting opportunities and what risks might lie ahead?
The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss the opportunities and risks in the renewable energy infrastructure sector.
AIC welcomes guides to investing in less liquid assets
The Productive Finance Working Group guides are designed to help defined contribution pension schemes understand the key considerations and risks around investment in less liquid assets.
How are current volatile market conditions affecting the Renewable Energy Infrastructure sector?
The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how volatile market conditions are affecting the Renewable Energy Infrastructure sector.
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.
