Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

Robot revolution

Ian Cowie explains how to invest in AI.

4 May 2023

Could it be time to go for growth?

David Prosser asks when the pendulum will swing away from value and back towards growth stocks.

28 April 2023

King’s Coronation: In the hot seat

In the run-up to the King’s Coronation, investment company managers discuss taking over the reins from long-serving predecessors.

27 April 2023

Investment Trust Edge

Abrdn Diversified Income & Growth is on a 26% discount to NAV is value or a value trap? In a rising rate environment, what’s the point of alternative income? And we tak...

26 April 2023

Meet the manager: Georgina Brittain

Portfolio Manager of JPMorgan UK Smaller Companies and JPMorgan MidCap.

25 April 2023

Young people more aware of cryptocurrency than any other investment

Lack of understanding and cost of living crisis are the biggest barriers to investing. Instagram is the most popular social media platform to find out about finances.

25 April 2023

Crowning glories: the 36 investment companies launched before King Charles was born

Dunedin Income Growth and Scottish American mark 150th anniversaries this year.

24 April 2023

Investment Trust Update | 21st April 2023

In this investment trust update, Merchants Trust announce a strong performance against a challenging backdrop, the former Woodford Investment Trust proposes a continuatio...

21 April 2023

Making the private public

David Prosser looks at the appeal of deeply discounted private equity investment companies.

21 April 2023

Investment Trust Edge

Abrdn Diversified Income & Growth is on a 26% discount to NAV is value or a value trap? In a rising rate environment, what’s the point of alternative income? And we...

20 April 2023

It’s who you know: family and friends are key to getting started with investing

Three quarters of young investors know someone else who invests. Stocks and shares and cryptocurrency are most popular investments.

17 April 2023

Sometimes it makes sense to throw in the towel

David Prosser looks at why investment companies wind up.

14 April 2023

Thematic research

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

From riches to rags to riches, is this time really different for Japan?

2 May 2024

Japan's decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses...

Pretty, pretty, pretty good

17 April 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?

Wefox 33% writedown mars Chrysalis’ first quarter progress

3 May 2024

Big writedown in insurer Wefox leaves Chrysalis investors pinning hopes for growth capital fund's recovery on one disposal and the flotation of credit provider Klarna.

QD view – Higher for longer

3 May 2024

The Federal Reserve’s (Fed’s) cautious stance on further interest rate cuts, as expressed in their statement about “a lack of further progress” on inflation, that was made on Wednesday, marked a shift in market expectations in recent weeks. At the start of 2024, investors had been optimistic about a strong year, anticipating a series of […]

Henderson Smaller relents and buys back shares at 15% discount

3 May 2024

Board of £600m Henderson Smaller Companies trust drops its earlier reluctance to buy shares, making its first stock repurchases in 13 years.

QuotedData’s weekly news show 3rd May 2024

3 May 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: • Aberforth Split Level Income (0:33) • Chrysalis (6:24) Andrew McHattie highlighted a number of funds that were looking unusually cheap or expensive (10:24). This week’s interview […]

New REIT targets £500m IPO

3 May 2024

A newly established REIT – Special Opportunities REIT – has kicked off a roadshow ahead of an anticipated £500m IPO. As first reported by React News, the company will be led by former LXi REIT chief executive Simon Lee, with a number of former LXi personnel making up the senior management team – including Freddie […]

Schroder Income Growth

1 May 2024

Results analysis from Kepler Trust Intelligence.

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Vietnam Enterprise Investments

30 April 2024

Results analysis from Kepler Trust Intelligence.

Merchants Trust

30 April 2024

Celebrating its 135th anniversary

Mercantile

30 April 2024

MRC's performance has recovered, yet the trust remains at a wide discount.

Holding(s) in Company

03/05/2024 - 19:30

Crystal Amber Fund Limited

Transaction in Own Shares

03/05/2024 - 19:20

BioPharma Credit PLC

Transaction in Own Shares

03/05/2024 - 19:10

Downing Strategic Micro-Cap IT PLC

Invesco Select Trust UK Equity (UK)

03/05/2024 - 19:00

FTSE Russell

Russian Court Oder - update

03/05/2024 - 19:00

JPMorgan Emerging EMEA Securities

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

Robot revolution

Could it be time to go for growth?

King’s Coronation: In the hot seat

Investment Trust Edge

Meet the manager: Georgina Brittain

Young people more aware of cryptocurrency than any other investment

Crowning glories: the 36 investment companies launched before King Charles was born

Investment Trust Update | 21st April 2023

Making the private public

Investment Trust Edge

It’s who you know: family and friends are key to getting started with investing

Sometimes it makes sense to throw in the towel

Thematic research

From riches to rags to riches, is this time really different for Japan?

Pretty, pretty, pretty good

Micro-managing

Wefox 33% writedown mars Chrysalis’ first quarter progress

QD view – Higher for longer

Henderson Smaller relents and buys back shares at 15% discount

QuotedData’s weekly news show 3rd May 2024

New REIT targets £500m IPO

Schroder Income Growth

Greencoat UK Wind

Vietnam Enterprise Investments

Merchants Trust

Mercantile

Holding(s) in Company

Transaction in Own Shares

Transaction in Own Shares

Invesco Select Trust UK Equity (UK)

Russian Court Oder - update

Glossary

Research tools

Invest & engage

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

Robot revolution

Could it be time to go for growth?

King’s Coronation: In the hot seat

Investment Trust Edge

Meet the manager: Georgina Brittain

Young people more aware of cryptocurrency than any other investment

Crowning glories: the 36 investment companies launched before King Charles was born

Investment Trust Update | 21st April 2023

Making the private public

Investment Trust Edge

It’s who you know: family and friends are key to getting started with investing

Sometimes it makes sense to throw in the towel

Thematic research

From riches to rags to riches, is this time really different for Japan?

Pretty, pretty, pretty good

Micro-managing

Wefox 33% writedown mars Chrysalis’ first quarter progress

QD view – Higher for longer

Henderson Smaller relents and buys back shares at 15% discount

QuotedData’s weekly news show 3rd May 2024

New REIT targets £500m IPO

Schroder Income Growth

Greencoat UK Wind

Vietnam Enterprise Investments

Merchants Trust

Mercantile

Holding(s) in Company

Transaction in Own Shares

Transaction in Own Shares

Invesco Select Trust UK Equity (UK)

Russian Court Oder - update

Investing for growth

Getting started

An introduction to ESG

Saving for your children’s future?

Glossary

Research tools

Invest & engage

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