Compass: The AIC’s monthly newsletter

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.

Latest articles, press releases and videos

Middlefield's Dean Orrico discusses the dividends landscape in North America

Listen in, as Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income.

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Which government was best for UK investment trusts?

The Association of Investment Companies (AIC) has released data on the performance of UK-focused investment trusts in each parliament since 1987.

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The DIY British ISA?

There’s no need to wait for a British ISA to invest in UK companies, writes David Prosser.

Biotechnology & Healthcare: what are the challenges of investing in the sector?

Annabel Brodie-Smith asks managers about the challenges of investing in the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: where are you finding opportunities?

A panel of Biotechnology & Healthcare managers discuss where they are currently finding opportunities.

Biotechnology & Healthcare: is the sector due a comeback?

Annabel Brodie-Smith, Brett Darke, Marek Poszepczynski and Geoff Hsu discuss whether Biotechnology & Healthcare is due a comeback.

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The big buyback

David Prosser explores the role of share buybacks in narrowing investment trust discounts.

Biotechnology & Healthcare: will the results of the US election make a difference for the sector?

Brett Darke, Marek Poszepczynski and Geoff Hsu on whether the results of the next US election will impact the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: a sector on the mend?

Featuring comments from managers of Bellevue Healthcare Trust, International Biotechnology Trust and The Biotech Growth Trust.

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Eight investment trusts join the next generation of dividend heroes

33 investment trusts have raised dividends for 10 to 19 consecutive years.

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Biotechnology & Healthcare: a sector on the mend?

What’s the prognosis for biotech and healthcare companies? How will the US election impact the sector, and could we see a recovery later this year?

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Where to find high income with consistency

David Prosser on the dividend hero investment trusts.

Thematic research

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

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

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QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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QuotedData’s weekly news show 26th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
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JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.

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.