Compass: The AIC’s monthly newsletter
This month in Compass, our managers mull the implications of the US election. Ian Cowie weighs up the renewable energy sector and we quiz our Showcase managers.
Latest articles, press releases and videos
My best investment - Alexander Wright, Manager, Fidelity Special Values
"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."
Why did we invest?
Spotting a company that can harness a long term structural market shift is a potent force for value creation.
Blog: Investors in the driving seat…and not before time
Ian Sayers gives his view on the platforms conclusion.
Mind the Gap: Property managers focus on prime locations
What is the outlook for the property investment company sector?
A week in the life of...Mike Adams
Mike Adams, Chief Executive of MedicX describes his busy working week.
My best investment - Michael Morris, Picton Property Income Limited
Why property is about buying well and focussing on income generation.
The outlook for the commercial property sector
How does commercial property justify its place in a diversified portfolio?
What should investors consider when choosing an investment fund?
Which factors are most important when deciding where to put your money?
An approach to income investing
The manager shares his strategy for investment in the income sector.
Things on the up for closed-ended funds
The message from the sector is a positive one.
Changes are afoot for the investment company sector
How will the industry be more accessible to retail investors?
What potential does the Smaller Companies sector hold?
An article from Neil Hermon, fund manager of Henderson Smaller Companies.
Investment Company Showcase 2024
Now in its third year, the Investment Company Showcase is your chance to hear from more than 30 managers of investment trusts.
Listen to what they had to say ahead of this years' event.
Ian Lance, Manager of Temple Bar Investment Trust
Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust, interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Ian's presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What's your view on UK markets?
Ian Lance, Manager of Temple Bar Investment Trust sets out his view on markets ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What are you going to say to investors at the Showcase?
Ian Lance, Manager of Temple Bar Investment Trust sets out what he is going to say to investors at the Investment Company Showcase on 11 October in London.
Recorded September 2024.
What are you looking forward to at the Showcase?
Ian Lance, Manager of Temple Bar Investment Trust sets out what he's most looking forward to at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
Jasmine Yeo, Co-Manager of Ruffer Investment Company
Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company, interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you get started in fund management?
Jasmine Yeo, Co-Manager of Ruffer Investment Company talks about how she got started in fund management.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Jasmine Yeo, Co-Manager of Ruffer Investment Company sets out what she is going to say to investors at the Investment Company Showcase on 11 October in London.
Recorded September 2024.
What is the investment objective?
Jasmine Yeo, Co-Manager of Ruffer Investment Company explains the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
How do you achieve the investment objective?
Jasmine Yeo, Co-Manager, Ruffer Investment Company explains how the company achieves the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Craig Baker, Manager of Alliance Trust and CIO of WTW
Fund manager interview with Annabel Brodie-Smith, Communications Director of the AIC and Craig Baker, Manager of Alliance Trust and CIO of WTW ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What are you looking forward to at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out what he's most looking forward to at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What's your view on markets?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out his view on markets ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW explains what he will say to investors at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust
Fund manager interview with Annabel Brodie-Smith, Communications Director (AIC) ahead his presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you become a technology fund manager?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains how he become a technology fund manager.
Recorded September 2024.
What’s the outlook for technology stocks?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust reviews the outlook for technology stocks ahead of the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust sets out what he will say to investors at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Why is technology important?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains why technology is important ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
Trump part two – or the first female President?
Trump vs Harris: What the US election means for investors.
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What are the biggest risks facing investors in the US now?
What are the biggest risks facing investors in the US now?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What is your investment philosophy and your outlook for the US?
What is your investment philosophy and your outlook for the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: Where do you see the biggest opportunities for stock pickers in the US?
Where do you see the biggest opportunities for stock pickers in the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: How will the broadening of the US rally affect your stock picks?
How will the broadening of the US rally affect your stock picks?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
QuotedData’s weekly news show 11th October 2024
What’s growth got to do with it?
Fidelity Asian Values’ performance well behind the benchmark
Home REIT finally publishes its 2022 annual results
Premier Miton Global Renewables
9 October 2024
In this interview, James Smith, fund manager of Premier Miton Global Renewables Trust (PMGR), discusses the trust’s portfolio as well as the broader renewable energy sector.
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
11/10/2024 - 18:50
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.
