Compass: The AIC's monthly newsletter

This month in Compass, we discover how to invest in SpaceX, Revolut and TikTok. Ian Cowie hunts for opportunities in Europe and we reveal the trusts that would have made you an ISA millionaire.

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A better deal on charges

David Prosser talks more on what comparisons investors can make between funds before they buy.

“Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffett

David Prosser discusses two ways investors can stay invested in equities while playing close attention to risk management.

Much ado about nothing

Fran Radano explains why being a long-term investor enables him to see past the US election.

The emerging markets “perfect storm”

Emerging markets have been among the best performing asset classes so far in 2016. Carlos Hardenberg looks at whether the rally will be sustained.

“Run a profit, cut a loss”: Should investors be thinking about taking their money out of the market?

David Prosser argues that there are two good reasons to stay invested.

Ian Sayers blog: The Great British Break Off

Ian Sayers on the technical challenge of UK fund regulation post-Brexit

‘They grow up so fast’

Tom Walker, Portfolio Manager of Martin Currie Global Portfolio Trust discusses how his approach to global equities is designed with long-term goals in mind.

“Sell in May and go away, don’t come back till St Leger’s Day”: More than just an old wives tale?

David Prosser examines whether investors should really sell up on the 1st May and buy back in during September.

Annabel Brodie-Smith blog: The serious business of being a student

Annabel Brodie-Smith looks at student debt and how investment companies can have a role to play in building a long-term nest egg.

With decreasing interest rates, why should investors consider investment companies?

Following the Bank of England’s interest rate cut, David Prosser discusses where income seeking investors could be looking.

Neil Mumford blog: Searching for reliable income in an unreliable world

Investment trusts are attractive for pensioners looking to generate retirement income, says chartered financial planner Neil Mumford.

Annabel Brodie-Smith blog: Open-ended property funds under attack

Annabel Brodie-Smith explains what has happened to open-ended property funds and the benefits of investment companies for illiquid assets.

Thematic research

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

Dividend culture is on the rise in emerging markets.

11 March 2026

Several countries across emerging markets have taken steps to foster a stronger dividend culture.

The ageing society – a structural shift investors cannot ignore

6 March 2026

Most investment themes depend on something going right: a technology gaining adoption, a policy being passed or economic growth accelerating. Ageing is different.

A galaxy of stars

6 March 2026

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

Citywire logo

Banks drive bumper returns at Law Debenture for second year running

UK banks boosted the trust's net asset value by nearly 30% thanks to high interest rates, while its former top performer turned into its biggest detractor.
Citywire logo

Runaway sector successes drive Pacific Horizon outperformance

Exposure to two of last year's best performing growth stories has seen Baillie Gifford's Pacific Horizon extend its track record of outperformance.
Quoted data logo

CQS Natural Resources up 22.6% this year after outgoing fund managers respond to Iran war by hiking energy positions and cutting gold and silver miners

CQS Natural Resources Growth & Income (CYN) fund managers Keith Watson and Robert Crayfourd have responded to the Iran war by hiking energy holdings to 34% from 24% and cutting gold and silver miners to 37% from 49% at 31 January. No reference was made to their imminent departure announced this week in the update. […]
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How “dividend hero” Law Debenture held Rolls-Royce through a three-year 1,150% share price rebound and swooped on LSEG and RELX after their AI sell-off

Update: Annual results from Law Debenture (LWDB) underline why the £1.5bn UK equity income trust won QuotedData’s long-term income award last year. The company today declared a final dividend of 10.375p per share to take the 2025 total to 35.5p, an above inflation rise of 6%, covered by revenues per share of 37.26p up more […]
Quoted data logo

NextEnergy Solar cuts dividend as high-yielder sets path for growth with more investment in battery storage

NextEnergy Solar (NESF) has concluded its strategic review, deciding to go for a “reset” rather than a possibly value-destructive sale, with the 16%-yielder cutting its 8.4p dividend to 4p-4.6p per share to free up capital to repay debt, invest in growth and lift battery storage to 30% of gross assets. The shares slid 13% or […]

Pantheon Infrastructure

11 March 2026

Future-facing fund offers global diversification.

Foresight Environmental Infrastructure

11 March 2026

Diversification boosts both growth and income.

NextEnergy Solar

11 March 2026

New focus on total returns.

Foresight Environmental Infrastructure

6 March 2026

Powered by Many Sources.

HarbourVest Global Private Equity

5 March 2026

HarbourVest Global Private Equity (HVPE) – In Prime Position.

Transaction in Own Shares

10/03/2026 - 17:51

The Global Smaller Companies Trust

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Transaction in Own Shares

10/03/2026 - 17:47

BlackRock Energy and Resources Income

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Director/PDMR Shareholding

10/03/2026 - 17:41

Real Estate Credit Investments

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Transaction in Own Shares

10/03/2026 - 17:38

GCP Infrastructure Investments

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Transaction in Own Shares

10/03/2026 - 17:35

BlackRock Greater Europe

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Glossary

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

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