Compass is the AIC’s monthly e-newsletter for private investors that features views from investment company managers and takes a closer look at topical issues within the investment company sector.
Latest issue
April 2024
This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.
- Foreword by Annabel Brodie-Smith: Annabel is enthused by Istanbul
- Election results: Which government was best for UK investment trusts?
- Land of opportunity: With the US election looming, Ian Cowie explores the North America sector
- A sector on the mend?: Managers discuss the prognosis for Biotechnology & Healthcare
- Buyback bonanza: Cherry Reynard analyses the buyback boom
Back issues
March 2024
This month in Compass, Ian Cowie goes on a hunt for ISA millionaire trusts and Faith Glasgow investigates what mergers mean for investors.
February 2024
This month, Compass embarks on an adventure. Ian Cowie gets lost in space and our VCT managers are on a mission to discover the companies of the future.
January 2024
Compass leaps into 2024, with Ian Cowie searching for winners and our managers explaining why they are now positive about emerging markets.
December 2023
This month, Compass gets in the festive mood. Ian Cowie piles on the pounds with 2023’s winners and our fund managers look at what’s in store for 2024.
November 2023
This month in Compass, we delve into discounts, exploring the property and renewable energy sectors. And Ian Cowie investigates when to turn paper profits into real ones.
October 2023
This month in Compass, we dive into smaller companies, with Ian Cowie analysing his small cap trusts and Annabel asking managers what comes next for the UK’s smaller businesses. Meanwhile, Faith Glasgow finds out which investment companies might benefit after interest rates hit a high.
September 2023
Compass eases into autumn with Ian Cowie making the case for investments versus cash. Faith Glasgow delves into China’s deflation, and there’s a new hero on the scene.
June 2023
This month Compass explores the opportunities in deeply discounted private equity, Ian Cowie goes stateside, and UK fund managers face down the inflation dragon.