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
ESG is more than just a fad
David Prosser on why it is too late to stop the shift to sustainable investments.
Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company
Jasmine Yeo interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.
Investment Company Showcase 2024: Craig Baker, Manager of Alliance Trust and CIO of WTW
Craig Baker interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Investment Company Showcase: Testimonial from private investor
Sue Lyons, private investor, gives an insight into the Investment Company Showcase, why she attended the event and how other investors can benefit from attending.
Trump part two – or the first female President? What the US election means for investors
Trump part two – or the first female President? What the US election means for investors.
Clean energy offers triple whammy for patient investors
Ian Cowie explains the factors powering up returns in the renewable energy sector.
Highest yielding equity investment trusts
See table of 26 investment trusts with a yield of 4.5% or more.
Investment Company Showcase 2024: Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust
Mike Seidenberg interview with Annabel Brodie-Smith, Communications Director (AIC) ahead his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Meet the manager: Mike Seidenberg
Lead Portfolio Manager of Allianz Technology Trust.
A gift from the Fed
David Prosser explains what trusts and sectors could benefit from the Fed’s recent rate cut.
Meet the manager: Jasmine Yeo
Co-Manager of Ruffer Investment Company.
Japan, Alts and short-termism
Join our panel of experts as they discuss the outlook for Japanese equities, board quality in alternative investments, and the risks of closing investment trusts at the w...
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.
