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.

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Latest articles, press releases and videos

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ESG disclosure on AIC website: request for contact details

Members requested to provide contact details for ESG disclosures on AIC website.

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Has value had its day?

Esther Armstrong tackles the age-old debate.

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Cherry picking

Ian Cowie highlights three investment themes to prove profitable in 2021.

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Now is the time for an investment health check

David Prosser urges you to evaluate your portfolio and think about financial goals.

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Pot of gold

Ian Cowie reflects on the positives in his portfolio this year.

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A price worth paying

Faith Glasgow looks at buying investment companies on a premium.

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What type of investor are you?

David Prosser examines the passive vs active debate and explains where investment companies fit in.

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In praise of patience

David Prosser explains why it pays off to invest for the long term.

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Asian persuasion

Ian Cowie compares reactions to COVID in Asia and Europe.

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Why most trusts have so far maintained their payouts

Kyle Caldwell analyses the resilience of income paying investment companies.

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How to invest in an investment company

Once you've decided which investment company you want to invest in, what happens next?

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Climate conscious

Faith Glasgow looks at the Renewable Energy Infrastructure sector.

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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...

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Pretty, pretty, pretty good

17 April 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

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Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

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Wefox 33% writedown mars Chrysalis’ first quarter progress

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.
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QD view – Higher for longer

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 […]
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Henderson Smaller relents and buys back shares at 15% discount

Board of £600m Henderson Smaller Companies trust drops its earlier reluctance to buy shares, making its first stock repurchases in 13 years.
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QuotedData’s weekly news show 3rd 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 […]
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New REIT targets £500m IPO

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 […]
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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.

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Transaction in Own Shares

03/05/2024 - 16:30

CT Global Managed Portfolio Trust

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Transaction in Own Shares

03/05/2024 - 16:30

CT Global Managed Portfolio - CMPI

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Form 8.3 - UK Commercial Property REIT Limited

03/05/2024 - 16:20

BlackRock Group

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Form 8.3 - Tritax Big Box REIT plc

03/05/2024 - 16:20

BlackRock Group

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Form 8.3 - Balanced Commercial Property Trust Ltd

03/05/2024 - 16:20

BlackRock Group

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Read more stock exchange announcements

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

If you're new to investment companies, find out what they're all about here.

An introduction to ESG

What is ESG and how does it relate to investment companies?

Saving for your children’s future?

Find out how to invest for your child with investment companies and why they offer good long-term performance.

Glossary

Familiarise yourself with industry terminology.

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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.

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