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Investment Trust Articles

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
A more stable backdrop for healthcare - December Trust UpdateA more stable backdrop for healthcare - December Trust Update
Vantage: Charles Jillings on UEM's utility and infrastructure focus and growing, covered dividend21:07Vantage: Charles Jillings on UEM's utility and infrastructure focus and growing, covered dividend
Increasing fundamental clarity offering timely growth alternativeIncreasing fundamental clarity offering timely growth alternative
The tailwinds behind Financials in 2026The tailwinds behind Financials in 2026