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

‘Brexit dividend’ needs to focus on investors

AIC welcomes the broad sweep of proposals to invigorate markets

9 December 2022

Goodbye Mr PRIIPs

AIC applauds abolition of PRIIPs and a new disclosure regime

9 December 2022

What are the specific advantages of investing in the UK over other markets?

Simon Gergel, Manager of The Merchants Trust, discusses the specific advantages of investing in the UK over other markets.

9 December 2022

How will global equities be affected by the recession in 2023?

Bruce Stout, Manager of Murray International, gives his views on how global equities will be affected by the recession in 2023.

8 December 2022

Top-performing investment company sectors in 2022

Commodities & Natural Resources comes out top in a tough year.

7 December 2022

Around the table

Faith Glasgow discovers what a good board of directors looks like.

7 December 2022

Looking forward to 2023 - what is your biggest cause for optimism?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their greatest causes for optimism in 2023.

7 December 2022

What's on the horizon?

Ian Cowie gives his outlook for investors this year.

6 December 2022

Looking forward to 2023 - what is your biggest cause for concern?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their biggest causes for concern in 2023.

6 December 2022

Fund manager poll

Energy tipped to be top performer in 2023 followed by information technology

5 December 2022

Reflecting on your performance in 2022 - what went well and what went badly?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust discuss the performance of their investment companies in 2022.

5 December 2022

Bag a real bargain this Christmas

Looking for gift ideas? David Prosser discusses why shares in an investment company could be one present your loved ones will thank you for over many years to come.

1 December 2022

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 […]

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Schroder Income Growth

1 May 2024

Results analysis 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

‘Brexit dividend’ needs to focus on investors

Goodbye Mr PRIIPs

What are the specific advantages of investing in the UK over other markets?

How will global equities be affected by the recession in 2023?

Top-performing investment company sectors in 2022

Around the table

Looking forward to 2023 - what is your biggest cause for optimism?

What's on the horizon?

Looking forward to 2023 - what is your biggest cause for concern?

Fund manager poll

Reflecting on your performance in 2022 - what went well and what went badly?

Bag a real bargain this Christmas

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

Greencoat UK Wind

Schroder Income Growth

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

‘Brexit dividend’ needs to focus on investors

Goodbye Mr PRIIPs

What are the specific advantages of investing in the UK over other markets?

How will global equities be affected by the recession in 2023?

Top-performing investment company sectors in 2022

Around the table

Looking forward to 2023 - what is your biggest cause for optimism?

What's on the horizon?

Looking forward to 2023 - what is your biggest cause for concern?

Fund manager poll

Reflecting on your performance in 2022 - what went well and what went badly?

Bag a real bargain this Christmas

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

Greencoat UK Wind

Schroder Income Growth

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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