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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Investment trust recommendations for pension savers and retirees

Financial advisers suggest trusts for the accumulation and decumulation stages.

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Go smaller for income

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

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Meet the manager: Simon King

Fund Manager of Octopus Future Generations VCT.

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Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

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Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

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India’s general election

Will more of the same be good for markets?

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VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

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Buyback bonanza

Cherry Reynard analyses the buyback boom.

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Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

The Resilient Investor: Foresight Solar and the infrastructure renewables sector

Hear Ross Driver of Foresight Solar Fund and David Stevenson on infrastructure renewables' prospects, challenges, and current discounts.

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Meet the manager: Joe Bauernfreund

Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.

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.

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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GCP Infrastructure sells wind farm loan notes at 6.4% premium

GCP Infrastructure (GCP) has sold its interest in loan notes secured against Blackcraig Wind Farm at a 6.4% premium to the valuation of the project as at 31 March 2024. The disposal has generated net cash proceeds of around £31m and these will be used to prepay drawings under GCP’s revolving credit facility. GCP says […]
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Smithson chair receives strong ‘no’ vote after continuation ballot row

Diana Dyer Bartlett saw 19% of shares vote against her re-election at the Smithson annual general meeting for her handling of the continuation vote, which the company passed.
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Gresham House Energy sees April revenues double from January low

Shares in Gresham House Energy Storage rise after battery fund identified as a takeover target rushes out a positive trading update ahead of annual results next week.
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Riverstone’s green debt fund too small to carry on

Ahead of a five-year exit opportunity for investors, board of £77m Riverstone Credit Opportunities Income decides to wind down and return capital to investors.
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Bidding war for Hipgnosis steps up a notch

In a further development to the recent offers by Concord Chorus Limited and Blackstone Europe for the assets of Hipgnosis’s (SONG) over the past week ( discussed here, and here), Concord Chorus Limited has announced that it has reached agreement on the terms of an increased cash offer. This is at an increased price of […]

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Seraphim Space

24 April 2024

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio 

International Public Partnerships

24 April 2024

Consistently and responsibly delivering.

HydrogenOne Capital Growth

23 April 2024

Update from QuotedData

JPMorgan Global Emerging Markets Income

23 April 2024

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets.

Fidelity Special Values Plc - Half-year Report

26/04/2024 - 07:10

Fidelity Special Values

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BlackRock Throgmorton Trust Plc - Total Voting Rights

26/04/2024 - 07:10

BlackRock Throgmorton Trust

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BlackRock Sustainable American Income Trust Plc - Total Voting Rights

26/04/2024 - 07:10

BlackRock Sustainable American Income

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BlackRock Income and Growth Investment Trust Plc - Total Voting Rights

26/04/2024 - 07:10

BlackRock Income & Growth

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Transaction in Own Shares

25/04/2024 - 19:20

Smithson Investment Trust PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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Invest & engage

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