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
How to vote your shares
As an investment company shareholder, you have the right to vote on important decisions facing the company. Here we explain how to make sure your voice is heard.
Building a better future: investing in infrastructure
Featuring Philip Kent, Jean-Hugues de Lamaze, and Benn Mikula.
AIC comments on Baillie Gifford US Growth and Keystone Positive Change votes
At both general meetings shareholders have voted against Saba’s proposals.
Longest period of double-digit discounts for 30 years presents investors with opportunity
Previous periods of deep discounts have led to 13% p.a. returns in next five years.
Start saving to make a million
David Prosser explains how filling your ISA allowance each year could pay dividends.
Lappin's biggish issue, featuring Annabel Brodie-Smith
John Lappin talks to the The Association of Investment Companies (AIC) communications director Annabel Brodie-Smith about Saba's proposals, the long-term implications for the investment trust sector and why she’s urging shareholders to vote.
Renewable Energy Infrastructure Outlook | Winterflood Conference 2025
The managers of Downing Renewables & Infrastructure and Foresight Environmental Infrastructure explain their capital allocation policies at a time of higher rates and...
UK Equity Income Outlook | Winterflood Conference 2025
The UK is out of favour with investors so what might be the catalysts for a re-rating? Giving their views on the outlook for domestic equities are Simon Gergel of The Mer...
Greencoat UK Wind | Winterflood Conference 2025
Manager Stephen Lilley discusses how to achieve diversification within his investment theme and talks through co-investment opportunities in a sector where the government...
Henderson European Trust | Winterflood Conference 2025
Jamie Ross and Tom O'Hara, Fund Managers of Henderson European Trust sit down with Mark to discuss the potential of European markets, highlighting undervalued opportuniti...
Ruffer Investment Company | Winterflood Conference 2025
Duncan MacInnes of Ruffer Investment Company shares insights on US market concentration, global investment opportunities, and portfolio strategies at the Winterflood Inve...
UK Small Cap Outlook | Winterflood Conference 2025
The sector is on distressed valuations but the outlook is far from bleak. So claim the managers of JPMorgan UK Small Cap Growth & Income and Odyssean Investment Trust...
Building a better future: investing in infrastructure
Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.
Building a better future: investing in infrastructure
Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.
Recorded January 2025.
Building a better future: what’s the outlook for your trust in 2025?
Annabel Brodie-Smith, Philip Kent, Jean-Hugues de Lamaze and Benn Mikula discuss the outlook for the infrastructure sector.
Recorded January 2025.
Building a better future: why should investors consider your trust right now?
Building a better future: investing in infrastructure. A panel of infrastructure investment trust managers explain why investors should consider their trust at the moment.
Recorded January 2025.
Building a better future: what are the biggest risks to your portfolio?
Annabel Brodie-Smith asks infrastructure managers about the risks to their portfolios.
Recorded January 2025.
Building a better future: how often do you go and see projects and do you look for?
Philip Kent, Jean-Hugues de Lamaze and Benn Mikula talk about their site visits and what they look for on them.
Recorded January 2025.
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.
VH Global Energy Infrastructure monitoring impact of tariffs on Mexico
JPMorgan EMEA beats benchmark but still overshadowed by events in Russia
QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE
Saba loses Keystone Positive change too!
BlackRock Throgmorton Trust Plc - Disclosure of Portfolio Holdings
04/02/2025 - 09:50
Global Opportunities Trust Plc - Holding(s) in Company
04/02/2025 - 09:50
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.
