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.

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ESG is more than just a fad

David Prosser on why it is too late to stop the shift to sustainable investments.

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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.

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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.

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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.

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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.

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Clean energy offers triple whammy for patient investors

Ian Cowie explains the factors powering up returns in the renewable energy sector.

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Highest yielding equity investment trusts

See table of 26 investment trusts with a yield of 4.5% or more.

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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.

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Meet the manager: Mike Seidenberg

Lead Portfolio Manager of Allianz Technology Trust.

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A gift from the Fed

David Prosser explains what trusts and sectors could benefit from the Fed’s recent rate cut.

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Meet the manager: Jasmine Yeo

Co-Manager of Ruffer Investment Company.

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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...

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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.

Thematic research

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

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

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Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

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Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

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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.

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VH Global Energy Infrastructure monitoring impact of tariffs on Mexico

VH Global Energy Infrastructure has issued a statement on the impact of tariffs on its Brownsville fuel terminals in Texas. The Brownsville plant imports oil slurry from Mexico and refines that into a useful product. If it has to pay an extra 25% tariff on the slurry that it imports, that would have a significant […]
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JPMorgan EMEA beats benchmark but still overshadowed by events in Russia

JPMorgan Emerging Europe Middle East and Africa has published results covering the 12 months ended 31 October 2024. Pleasingly, the trust beat its benchmark (S&P Emerging Europe, Middle East & Africa) by 1.7 percentage points, returning 13.6% on NAV to the index’s 11.9%. However, the share price continued its usual volatile and unpredictable path and […]
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QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE

In QuotedData’s morning briefing 4 February 2025: M&G Credit Income (MGCI) is convening a meeting on 27 February to approve the issue of up to 31,002,226 shares (20% of its issued share capital). The company has already issued 9.6m shares since its AGM in 2024 and was running out of room to issue more. [It […]
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Saba loses Keystone Positive change too!

Keystone Positive Change says that at its general meeting, over 60% of the votes cast were against Saba’s requisitioned resolutions. Excluding the votes Saba cast in favour of its own requisitioned resolutions (representing 1,650,762 votes and approximately 38.87% of the votes cast), only a further 33,845 votes, representing just 0.80% of the votes cast, were […]
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Baillie Gifford US Growth sees off Saba by strong margin

Baillie Gifford trust becomes the second to win an initial victory against Boaz Weinstein's hedge fund firm.
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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.

Glossary

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

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Research tools

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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.

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