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
Europe could accelerate the shift from mobile to metaverse
Marcel Stötzel, portfolio manager of the Fidelity European Trust, outlines why he thinks that some European tech businesses could be key enablers of the metaverse, with the potential to strengthen brand loyalty and boost industry profits.
Taking stock in a volatile market
Amid continued volatility across emerging markets, Fidelity Emerging Markets portfolio manager Nick Price takes stock of recent developments and shares his latest views.
Why now could be the time to buy UK equities
Alex Wright, portfolio manager of Fidelity Special Values, shares his latest outlook for UK equities.
Investment company H1 2022 review
Existing companies raise £4 billion in a challenging first half.
Stay calm and diversify
In tough markets, David Prosser discusses why it could pay to have a diversified portfolio and how investment companies can allow you to achieve this.
AIC supports greater regulatory oversight of ESG data and ratings providers
Response to the FCA’s feedback statement “ESF integration in UK capital markets”.
How are you approaching social impact in your portfolio?
The managers of International Public Partnerships, Impact Healthcare REIT and HICL Infrastructure reveal how they are approaching social impact and ESG in their portfolios.
Latin America to the rescue?
Investment company managers comment on inflation-busting potential of Latam equities.
Soaring inflation
How property and infrastructure investment companies can help protect portfolios.
Four ways to build returns in real estate
With property trusts rebounding in the wake of the Covid-19 pandemic, Jennifer Hill finds compelling reasons to invest.
Focussing on what matters in Japan
Fidelity Japan Trust portfolio manager Nicholas Price discusses the importance of bottom-up stock picking and focussing on companies that can continue to grow over the medium term.
Advisers’ investment company purchasing patterns shift in Q1 2022
Commodities sector jumps to fifth place in first quarter of year.
Thematic research
Third-party thematic research on investment companies can be found below.
QD view – Vietnam, big on ambition
QuotedData’s weekly news show 26th April 2024
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
26/04/2024 - 17:40
Worldwide Healthcare Trust Plc - Transaction in Own Shares
26/04/2024 - 17:40
BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares
26/04/2024 - 17:30
Finsbury Growth & Income Trust Plc - Transaction in Own Shares
26/04/2024 - 17:20
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
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An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
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Glossary
Familiarise yourself with industry terminology.
Research tools
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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.
