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Investment Trust Articles

Utilico Emerging Markets Investment Trust: February 2026 Monthly Update04:23Utilico Emerging Markets Investment Trust: February 2026 Monthly Update
The AI race is accelerating: Winners, losers, and disruptive change07:20The AI race is accelerating: Winners, losers, and disruptive change
Global financials: Performance, positioning and outlook10:59Global financials: Performance, positioning and outlook
Healthcare: a sector ripe for consolidationHealthcare: a sector ripe for consolidation
Compass March 2026Compass March 2026
Capturing the AI opportunity, navigating the disruptionCapturing the AI opportunity, navigating the disruption
AI’s staggering acceleration: unpredictable, underappreciated but underwayAI’s staggering acceleration: unpredictable, underappreciated but underway
CTP – Best-in-Class Logistics Parks Enabling Nearshoring into CEECTP – Best-in-Class Logistics Parks Enabling Nearshoring into CEE
Why we remain bullish on Financials this year03:38Why we remain bullish on Financials this year
Utilico Emerging Markets Investment Trust: January 2026 Monthly Update04:02Utilico Emerging Markets Investment Trust: January 2026 Monthly Update
Healthcare: From out of favour to underestimated18:02Healthcare: From out of favour to underestimated
Healthcare finding its footing - January Trust UpdateHealthcare finding its footing - January Trust Update
Compass February 2026Compass February 2026
AI spending steps up - January Trust UpdateAI spending steps up - January Trust Update
Financials stand their ground - January Trust UpdateFinancials stand their ground - January Trust Update
What makes this healthcare innovation cycle different?04:40What makes this healthcare innovation cycle different?
Compass January 2026Compass January 2026
Utilico Emerging Markets Investment Trust: December 2025 Monthly Update04:49Utilico Emerging Markets Investment Trust: December 2025 Monthly Update
The AI cycle broadens beyond early adopters - December Trust UpdateThe AI cycle broadens beyond early adopters - December Trust Update
A more constructive backdrop for global financials - December Trust UpdateA more constructive backdrop for global financials - December Trust Update