Compass: The AIC's monthly newsletter
Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.
Latest articles, press releases and videos
Keep your eyes on the prize
Don’t let rumoured tax changes loom larger than crucial investment choices, says David Prosser.
Director talk: Stephanie Eastment
Stephanie is on the board of four investment trusts.
Are new issues making a comeback?
David Prosser on whether we’re set for an IPO recovery and how investors can benefit.
AIC applauds continuation of VCTs
The European Commission has confirmed that the current VCT scheme can continue unchanged.
Meet the manager: Gabriel Sacks
Manager of abrdn Asia Focus.
Investment trusts offer smart solution for university costs
David Prosser explains how families could alleviate the financial stress associated with sending their children to university.
The Armchair Trader Podcast: Investment Trust tips for investors in today's markets
This week Stuart Fieldhouse meets Ryan Lightfoot-Aminoff, Investment Trust Analyst at Kepler Partners. They discuss how different trust managers handle the concentration risk of investing in Magnificent Seven stocks, good reasons why trusts have discounts and the advantages of trusts over ETFs.
Going private
David Prosser investigates opportunities in the private equity sector.
Monthly round-up of investment trust news by Kepler Trust Intelligence
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.
Meet the manager: Laura Foll
Manager of Law Debenture, Lowland Investment Company and Henderson Opportunities Trust.
In search of lower charges
Lower charges than their open-ended counterparts give investment trusts an edge, says David Prosser.
Rate cut could add fuel to investment trust recovery
Alternative asset classes particularly well placed to benefit.
Into the crystal ball: a 2025 vision for investment trusts
Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.
Into the crystal ball: a 2025 vision for investment trusts
Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.
Recorded December 2024.
Into the crystal ball: looking forward to 2025 and beyond – what is your biggest cause for concern?
Into the crystal ball: a 2025 vision for investment trusts. Fund managers tell the Annabel Brodie-Smith what their biggest causes for concern are in 2025 and beyond.
Recorded December 2024.
Into the crystal ball: what is your biggest cause for optimism in 2025 and beyond?
Into the crystal ball: a 2025 vision for investment trusts. Looking forward to 2025 and beyond - what is your biggest cause for optimism? Jean Roche, Paul Niven and Carlos Hardenberg on their biggest causes for optimism in 2025 and beyond.
Recorded December 2024.
Into the crystal ball: could you reflect on your performance in 2024?
Into the crystal ball: a 2025 vision for investment trusts. Managers from F&C Investment Trust, Schroder UK Mid Cap and Mobius Investment Trust reflect on their performance in 2024.
Recorded December 2024.
Into the crystal ball: following Trump’s re-election, what is your outlook?
Paul Niven, Fund Manager of F&C Investment Trust and Head of Multi-Asset Solutions at Columbia Threadneedle Investments gives his outlook following Trump's re-election and tells us how tariffs could impact his portfolio.
Recorded December 2024.
Into the crystal ball: following rate cuts where are you seeing opportunities for UK mid caps?
Into the crystal ball: a 2025 vision for investment trusts. Jean Roche, Lead Fund Manager of Schroder UK Mid Cap Fund on where she's seeing opportunities for UK mid cap companies following rate cuts from the Bank of England.
Recorded December 2024.
Into the crystal ball: what themes or countries are you particularly positive about next year?
Into the crystal ball: a 2025 vision for investment trusts. Carlos Hardenberg, Portfolio Manager of Mobius Investment Trust on the themes and countries he's particularly positive about next year.
Recorded December 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
AIC Investment Company Showcase
Interview with Craig Baker
Interview with Craig Baker, Manager of Alliance Witan, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Craig's full presentation from this year's Showcase here.
Interview with Gaurav Narain
Interview with Gaurav Narain, Principal Adviser of India Capital Growth Fund, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024
Interview with Ian Lance
Interview with Ian Lance, Manager of Temple Bar Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Ian's full presentation from this year's Showcase here.
Interview with Jasmine Yeo
Interview with Jasmine Yeo, Co-Manager of Ruffer Investment Company, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Jasmine's full presentation from this year's Showcase here.
Interview with Joe Bauernfreund
Interview with Joe Bauernfreund, Manager of AVI Japan Opportunity Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Joe's full presentation from this year's Showcase here.
Interview with Mike Seidenberg
Interview with Mike Seidenberg, Lead Portfolio Manager of Allianz Technology Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Mike's full presentation from this year's Showcase here.
Interview with Stuart Widdowson
Interview with Stuart Widdowson, Co-Manager of Odyssean Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Interview with Tom Williams
Interview with Tom Williams, Co-Manager of Downing Renewables & Infrastructure, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Tom alongside other fund managers in our 'Green means go' panel from this year's Showcase here.
Interview with Kirsty Gibson
Interview with Kirsty Gibson, Co-Manager of Baillie Gifford US Growth Trust, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Kirsty's full presentation from this year's Showcase here.
Interview with Richard Shepherd-Cross
Interview with Richard Shepherd-Cross, Manager of Custodian Property Income REIT, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Richard's full presentation from this year's Showcase here.
Interview with Laura Foll
Interview with Laura Foll, Co-Manager of Law Debenture Corporation, Lowland Investment Company and Henderson Opportunities Trust at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Laura's full presentation from this year's Showcase here.
Saba: the view from the boards
RTW announces Windward Bio and Umoja Biopharma investments
QuotedData’s morning briefing 17 January 2025 – ENRG, FGEN, MTU, BOOK
HydrogenOne’s Elcogen secures investment from SmartCap
BlackRock Smaller Companies Trust Plc - Transaction in Own Shares
17/01/2025 - 18:10
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
17/01/2025 - 18:00
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.
