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

New year, new beginnings: what could bring the UK back in favour?

Alex Wright, Portfolio Manager of Fidelity Special Values, on what could bring the UK back in favour.

New year, new beginnings: could you reflect on your performance in 2023?

Fund managers from Witan Investment Trust, Fidelity Special Values and BlackRock Frontiers reflect on their performance this year.

Image

Investment company 2023 review

Mergers, buybacks, liquidations and manager changes dominate corporate activity.

New year, new beginnings: what is your biggest cause for concern in 2024?

Annabel Brodie-Smith discusses concerns for 2024 with James Hart, Alex Wright and Emily Fletcher.

Image

Change in capital requirements for brokers could bring down cost of trading investment companies

The AIC warmly welcomes the Prudential Regulatory Authority’s (PRA’s) policy statement on the amount of capital brokers have to hold to make markets in investment company shares.

New year, new beginnings: what is your biggest cause for optimism in 2024?

A panel of experts discuss their biggest causes for optimism in the coming year.

New year, new beginnings: what did you enjoy most about managing your trust this year?

James Hart, Alex Wright and Emily Fletcher, Co-Manager of BlackRock Frontiers reveal their favourite parts of managing their trusts this year.

Image

In praise of renewable energy funds

David Prosser looks at investment opportunities in renewable energy.

New year, new beginnings: Investment company review of 2023 and outlook for 2024

Featuring comments from James Hart, Investment Director of Witan Investment Trust, Alex Wright, Portfolio Manager of Fidelity Special Values, Emily Fletcher, Co-Manager of BlackRock Frontiers.

Image

Putting on the pounds

Ian Cowie celebrates some healthy returns this year

Image

Follow the emerging stars

Cherry Reynard seeks growth in emerging markets.

Hardman Talks | Widening discounts in investment companies

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, to talk about discounts to net asset value in the sector.

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.

Quoted data logo

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 […]
Quoted data logo

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 […]
Citywire logo

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.
Citywire logo

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.
Citywire logo

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

Read more

Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

Read more

Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

Read more

Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

Read more

Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

Read more

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.