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
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.
The political implications of the referendum on the investment company sector
Ian Sayers, Chief Executive, AIC.
UK commercial property – A post-referendum update
Michael Morris, CEO, Picton Property Income.
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.
Keep calm and carry on
David Prosser answers some common questions from investors in the wake of the EU referendum.
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.
Henderson Opportunities wins but wind up still looms
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
Cordiant Digital Infrastructure
4 February 2025
CORD's strong share price rally reflects continued improvement of strong fundamentals.
Schroder Japan Trust
3 February 2025
SJG has outperformed the index in Masaki's first five years in charge.
Premier Miton Global Renewables Trust Plc - Portfolio Update
04/02/2025 - 13:10
Premier Miton Global Renewables Trust Plc - Portfolio Update
04/02/2025 - 13:10
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.
