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

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Is biotech back?

David Prosser asks whether the drug discovery sector might be on the road to recovery.

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Double-digit investment trust discounts can mean higher returns over following five years

Investing when the average investment trust discount is more than 10% may lead to significantly better returns over the subsequent five years, according to new research from the AIC.

Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor

David Stevenson & Annabel Brodie-Smith explore investment trusts in ISAs. Learn their importance, cut through jargon, and why patience matters in investing.

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Putting our trust in investment trusts

Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.

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Private investor sentiment towards investment trusts improves

Private investors who use investment trusts are more positive about them than they were a year ago, according to an annual survey conducted by Research in Finance.

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Looking for recovery

David Prosser examines whether the tide could be turning for investment trusts.

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Which investment trusts hold Nvidia?

Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.

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VCTs: deployment slows in challenging environment (updated)

See manager views on deal pipeline and significant investments in 2023.

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Adviser purchases of investment trusts down 28% in 2023

Purchases of investment trusts on adviser platforms fell from 2022’s record high.

Alliance Trust's Craig Baker on navigating today's global equity markets

David Stevenson & Craig Baker explore Alliance Trust's strategy on The Resilient Investor, covering their multi-manager approach, stock selection, and balance for long-term success.

Asset Value Investors' Joe Bauernfreund's insights on value investing and navigating the investment trust landscape

David Stevenson & Sam Ridley explore value investing with Joe Bauernfreund on The Resilient Investor, delving into investment trusts and strategies for new investors.

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ISA recommendations

Financial advisers’ investment trust choices for young, middle-aged and retired investors.

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.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

Witan Investment Trust

25 April 2024

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

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.