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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Cop27: investment company managers comment on the future of renewable energy and government intervention

$40 trillion investment needed to reach 2050 net zero objective; UK policy uncertainty “risks becoming very damaging to inward investment”.

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AIC releases educational video ‘Investing for growth’

The video aims to help investors understand what growth investing is and how it could help them achieve their financial goals.

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Investment Trust Update | 1st November 2022

In this update: More trust mergers, Schroders Social Impact shifts policy to fight inflation and a Tesco manager joins Brunner.

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Investing for growth

Find out what growth investing is and how it could help you achieve your long-term financial goals.

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Hold your nerve as recession looms

David Prosser reflects on the lessons for investors in the bank of England's verdict that the UK's economy is likely already in a recession

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Only 1% of financial advisers and wealth managers completely trust funds’ sustainability claims

Support of ESG investing as a concept remains strong despite perfect storm of 2022

Witan Investment Trust: Meet the Manager, Lucas White, GMO

Witan has invested in GMO’s Global Climate Change Fund. Lucas White, Portfolio manager for their climate change strategy, discusses their investment philosophy and strategy.

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AIC applauds FCA action on greenwashing

The inclusion of investment companies will create a level playing field for all funds.

Witan Investment Trust: Meet the Manager, Derek Stuart, Artemis Investment Management

Artemis manage a UK equities portfolio on behalf of Witan. Derek Stuart, Partner at Artemis, explains their strategy with a focus on identifying hidden value with “problem investments”.

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The ESG disclosures investors really want to see

Exclusions and inclusions top the list, according to AIC survey of private investors.

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The art of being a good contrarian

Catherine Yeung, Investment Director for the Fidelity Asian Values trust, explains why she believes the ability to grow capital is far greater in parts of the market that are unfashionable.

Baillie Gifford UK Growth Trust: long term growth opportunities in the UK

In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy. Capital at risk.

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.

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

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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.