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

An easy choice

Investment companies versus single stocks – Ian Cowie gives his verdict.

12 July 2021

Top 20 most viewed investment companies in H1 2021

Which company tops the list?

12 July 2021

Regular saving or lump sum investment?

David Prosser asks which is best.

9 July 2021

AIC says audit reforms should target larger more complex companies

"A one-size-fits-all approach will place disproportionate regulatory costs on smaller non-complex companies"

7 July 2021

“Hands-on, long-term approach”

Private equity managers defend sector against recent criticism.

6 July 2021

Investment company H1 2021 review

Fundraising hits record and assets reach all-time high.

5 July 2021

AIC welcomes the Chancellor's Mansion House speech

AIC Chief Executive, Ian Sayers, says “we applaud the Chancellor’s plans to take a unique approach to strengthen UK markets.”

1 July 2021

Japan ahead of the Olympics

“Undervalued world class businesses”

28 June 2021

Social impact investment companies now manage £3.9 billion of assets

Managers discuss care homes, social housing and homeless accommodation.

15 June 2021

Inflation and financials – concern or opportunity?

History suggests there’s plenty of room for financials to continue outperforming says Polar Capital Global Financials Trust co-manager, Nick Brind.

14 June 2021

Should you really sell in May?

David Prosser examines the piece of stock market lore.

14 June 2021

Value rotation and rising inflation

Is now the time to back financials?

14 June 2021

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.

Boussard & Gavaudan heads towards wind down

25 April 2024

Boussard & Gavaudan Holding (BGHL) announced its annual results for the 12 month period to 31 December 2023. The NAV for the Euro shares decreased by 0.79% and the Sterling shares increased by 0.57%, whilst the market price of BGHL’s Euro shares increased by 13.51% and the market price of the Sterling shares increased by […]

Challenging year for GABI as wind down looms

25 April 2024

GCP Asset Backed Income Fund (GABI) announced its annual report for the year end 31 December 2023. The company delivered a NAV total return of 5%, although the share price total return was -14.1%, leading to a large increase in the discount which now sits at 27%. The company did announce profits of £18.3 million […]

Improving outlook after tough year for Aquila European Renewables

25 April 2024

Aquila European Renewables (AERI) announced its annual results for the year end 31 December 2023. The NAV total return was -6.0% while shares fell -9.0% with the discount widening to 20.3%. The company sited substantial interest rate increases, supply chain disruptions and falling commodity and electricity prices for the negative returns. AERI did deliver a […]

Concord matches Blackstone’s $1.5bn bid for Hipgnosis

25 April 2024

US music rights group lifts its cash offer by 7.8% to $1.25 (101p) a share to retain the recommendation of Hipgnosis Songs' board.

Inflation weighs on GCP Infrastructure Investments in Q1

25 April 2024

GCP Infrastructure Investments (GCP) has provided a company update for the three months to 31 March 2024. The company’s NAV fell 2.2% over the period, driven by changes to the inflation forecast to reflect the OBR’s Spring Budget 2024 figures. This contributed around c. 1.6 pence per ordinary share. Further reductions in forecast electricity prices, […]

Seraphim Space

24 April 2024

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio

International Public Partnerships

24 April 2024

Consistently and responsibly delivering.

HydrogenOne Capital Growth

23 April 2024

Update from QuotedData

JPMorgan Global Emerging Markets Income

23 April 2024

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

Kepler Trust Intelligence: New Research

25/04/2024 - 08:10

Witan Investment Trust PLC

Holding(s) in Company

25/04/2024 - 08:10

Crystal Amber Fund Limited

Dividend Declaration

25/04/2024 - 08:10

Impact Healthcare REIT PLC

Rule 2.10 Disclosure - CCLA

25/04/2024 - 08:10

Alchemy Copyrights, LLC

Annual Report and Financial Statements

25/04/2024 - 08:10

GCP Asset Backed Income Fund Ltd

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

An easy choice

Top 20 most viewed investment companies in H1 2021

Regular saving or lump sum investment?

AIC says audit reforms should target larger more complex companies

“Hands-on, long-term approach”

Investment company H1 2021 review

AIC welcomes the Chancellor's Mansion House speech

Japan ahead of the Olympics

Social impact investment companies now manage £3.9 billion of assets

Inflation and financials – concern or opportunity?

Should you really sell in May?

Value rotation and rising inflation

Thematic research

Pretty, pretty, pretty good

Micro-managing

Seoul searching

Boussard & Gavaudan heads towards wind down

Challenging year for GABI as wind down looms

Improving outlook after tough year for Aquila European Renewables

Concord matches Blackstone’s $1.5bn bid for Hipgnosis

Inflation weighs on GCP Infrastructure Investments in Q1

Seraphim Space

International Public Partnerships

HydrogenOne Capital Growth

JPMorgan Global Emerging Markets Income

Schroder Japan Trust

Kepler Trust Intelligence: New Research

Holding(s) in Company

Dividend Declaration

Rule 2.10 Disclosure - CCLA

Annual Report and Financial Statements

Glossary

Research tools

Invest & engage

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

An easy choice

Top 20 most viewed investment companies in H1 2021

Regular saving or lump sum investment?

AIC says audit reforms should target larger more complex companies

“Hands-on, long-term approach”

Investment company H1 2021 review

AIC welcomes the Chancellor's Mansion House speech

Japan ahead of the Olympics

Social impact investment companies now manage £3.9 billion of assets

Inflation and financials – concern or opportunity?

Should you really sell in May?

Value rotation and rising inflation

Thematic research

Pretty, pretty, pretty good

Micro-managing

Seoul searching

Boussard & Gavaudan heads towards wind down

Challenging year for GABI as wind down looms

Improving outlook after tough year for Aquila European Renewables

Concord matches Blackstone’s $1.5bn bid for Hipgnosis

Inflation weighs on GCP Infrastructure Investments in Q1

Seraphim Space

International Public Partnerships

HydrogenOne Capital Growth

JPMorgan Global Emerging Markets Income

Schroder Japan Trust

Kepler Trust Intelligence: New Research

Holding(s) in Company

Dividend Declaration

Rule 2.10 Disclosure - CCLA

Annual Report and Financial Statements

Investing for growth

Getting started

An introduction to ESG

Saving for your children’s future?

Glossary

Research tools

Invest & engage

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