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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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.

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Why share buybacks give back value to shareholders

David Prosser delves into what happens when trusts buy back their own shares.

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VCT fundraising in 2025/26 tax year is third highest on record as investors catch 30% tax relief while it lasts

Fundraising for new tax year likely to be lower.

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Fantasy fund manager: conflict hits returns but there’s safety in space

See how our contestants’ portfolios have been hit by the conflict in Iran.

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New comparison, same result

David Prosser reports on the latest study to show investment trusts outperform open-ended funds.

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AIC recommends changes to listing rules to protect shareholders

Gaps need to be addressed.

Building the future: UK commercial and logistics property

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.

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Director talk: Sarika Patel

Sarika is chair of Aberdeen Equity Income Trust.

Thematic research

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

Why the best emerging market opportunities aren’t always the biggest

7 August 2026

Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names.

Bubble, bubble, toil and trouble

5 August 2026

With ongoing questions over the AI rally, we look at what could protect you should the bubble burst.

A World Cup style review

14 July 2026

Growth and value have whipsawed for five years, yet no single style has held all the answers.

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Foresight Solar to revamp assets as it works to unlock cash

Foresight Solar is upgrading nine assets in its portfolio of solar and battery storage investments, which it hopes will improve dividend cover.
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Aberdeen Asia Income makes well-timed shift away from tech

The portfolio of Asia Pacific stocks broadened its exposure away from artificial intelligence in favour of industrials and energy.

Aberdeen Asian Income: Asia’s income story is broadening

Aberdeen Asian Income: Asia’s income story is broadening.
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US Cuba sanctions pushes Ceiba into administration

The Cuban property trust is entering wind-down after a US executive order against financial institutions linked to Cuba put it on the blacklist.
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Aberdeen Asian Income generates 30.9% first half return on extraordinary AI gains

Aberdeen Asian Income Fund (AAIF) has continued last year’s strong performance with a 28% investment return in the first half of the year largely driven by technology and artificial intelligence stocks. Shareholders in the £452m investment company enjoyed a 30.9% total return in the six months to 30 June as the big gains of Taiwanese […]

Templeton Emerging Markets

17 August 2026

Valuations and variety: Why investors have not missed the EM revival.

Molten Ventures

14 August 2026

Backing Europe’s enabling technologies.

TR Property

12 August 2026

TRY’s strong earnings growth is a sign of the continued recovery in pan-European property.

Target Healthcare REIT

11 August 2026

Strong FY26 underpins strong share price.

BlackRock Smaller Companies

10 August 2026

Investing in UK small caps with investment trusts.

Transaction in Own Shares

18/08/2026 - 18:09

BlackRock Smaller Companies

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Transaction in Own Shares

18/08/2026 - 17:51

BlackRock Greater Europe

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Transaction in Own Shares

18/08/2026 - 17:50

BlackRock Energy and Resources Income

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Form8.5EPT/NonRIACONSORTIUMCOMPRISINGLONDONMETRICP

18/08/2026 - 17:48

Schroder Real Estate

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Issue of Equity

18/08/2026 - 17:46

BlackRock American Income

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Glossary

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

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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.