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
Buybacks hit record highs
David Prosser on why share buybacks are good news for investors.
Meet the manager: Julian Bishop
Co-Lead Portfolio Manager of the Brunner Investment Trust.
Winterflood: An Introduction to Alternatives
Hear Winterflood investment trust analyst Elliott Hardy and David Stevenson discuss alternative investments in the investment trust space and what they may bring to portfolios.
Is gearing good to go?
David Prosser explains how gearing can turbocharge a fund’s performance.
Cost disclosure issue
AIC calls on Treasury to announce its decision urgently.
Jewel in the crown
How Ian Cowie fell in love with Indian trusts.
Why highly geared trusts are optimistic on UK markets
With the FTSE 100 hitting record highs, investment trusts with higher levels of gearing are well placed to take advantage of a UK stock market recovery.
The Armchair Trader Podcast: Annabel Brodie-Smith explains the world of investment trusts
Host Stuart Fieldhouse is joined on this podcast episode by Annabel Brodie-Smith. Annabel explains the world of investment trusts for the complete beginner: what are investment trusts and why should you have them in your portfolio?
Investment trusts on SDR and the anti-greenwashing rule
The AIC has collated comments from investment trusts on how SDR and the anti-greenwashing rule will impact them and the wider industry.
Time to look close to home?
The UK market shows great promise for investors, says David Prosser.
Investment trust recommendations for pension savers and retirees
Financial advisers suggest trusts for the accumulation and decumulation stages.
Go smaller for income
Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.
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.
