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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Fossil fuel companies

Dinosaurs in a net zero future?

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Advisers call on FCA to strengthen investor protections following Woodford collapse

Liquidity mismatches seen as main reason for failure of Woodford Equity Income.

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AIC responds to FCA consultation on Key Information Documents (KIDs)

KIDs should be suspended and a meaningful review announced in the Budget.

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Don't let investors get burned again

Research shows devastating financial and emotional impact of Woodford collapse.

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More than just a tax shelter

David Prosser considers the merits of VCTs as a long-term investment, rather than as a tax break.

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Time for investors to return to property?

Ian Cowie looks at the opportunities for investors in commercial property investment companies.

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VCTs’ vital role supporting small businesses through the pandemic

In H1 2020 VCTs invested £695 million in small UK businesses.

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Going for a song: Should you buy a music royalties trust?

Hannah Smith explores how investors could make money from the creativity of music artists.

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New fundraising record for investment companies already reached in 2021

Fundraising by existing companies this year tops the previous 2019 record for secondary fundraising.

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Pension fund exposure to alternative assets must be built on firm foundations

Allocating funds to productive finance will require a balancing of the risks involved against expected returns says Richard Stone.

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Winners of the AIC Media Awards 2021

The awards recognise the journalists who have best educated private investors and financial advisers about investment companies.

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Exploring Japan’s “next gen” winners

Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he continues to see strong opportunities in the underappreciated Japanese stock market. In particular, he highlights the Japanese pre-IPO market, where a surge in entrepreneurial activity is creating a new generation of growth companies.

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.

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

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Capital Gearing Trust Plc - Transaction in Own Shares

26/04/2024 - 17:00

Capital Gearing Trust

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

26/04/2024 - 17:00

BlackRock Sustainable American Income

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TwentyFour Select Monthly Income Fund - Issue of Shares

26/04/2024 - 16:20

TwentyFour Select Monthly Income

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QuotedData's Weekly News & Interview

26/04/2024 - 17:00

Strategic Equity Capital PLC

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Third Point Investors Ltd - Notice of Annual General Meeting

26/04/2024 - 16:00

Third Point Investors

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Glossary

Familiarise yourself with industry terminology.

Research tools

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Invest & engage

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