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.

Latest articles, press releases and videos

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What matters most for China in 2020?

Fidelity China Special Situations’ Dale Nicholls dissects the outlook for Asia’s largest economy over the next 12 months.

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Why caution pays dividends in Europe

Sam Morse, Portfolio Manager of Fidelity European Values, gives his outlook for the region in 2020.

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Rule Britannia

Ian Cowie explains why the sun is shining on UK investment companies.

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Delivering diversification

Seneca Global Income & Growth explains why they look beyond bonds and equities to specialist investment companies.

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It’s what’s inside that counts

David Prosser explains how to approach what you put into you Individual Savings Account (ISA).

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A different view of Asia

As a small-cap investor, Fidelity Asian Values’ Nitin Bajaj reviews a challenging period and outlines some of the unloved areas that he is backing to bounce back in 2020.

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Naughty or nice?

Ian Cowie reviews how his portfolio behaved in 2019.

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The best financial gifts for Christmas

David Prosser examines potential financial offerings for your children this festive season.

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Property blog by Ian Sayers - A sledgehammer to crack a nut?

Reliable redemption is a better way to deal with the inherent issues of holding illiquid assets in open-ended funds than an outright ban.

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Lessons in liquidity

Ian Cowie reflects on Woodford and the structural benefits of investment companies.

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Doctor’s orders

BB Healthcare Manager Paul Major explains how to benefit from a healthcare revolution.

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No reason for investors to fear polling day

David Prosser asks what the upcoming election may mean for your savings and investments.

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...

Pretty, pretty, pretty good

17 April 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?

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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 […]

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.

The Biotech Growth Trust Plc - Transaction in Own Shares

03/05/2024 - 17:50

Biotech Growth Trust

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Worldwide Healthcare Trust Plc - Transaction in Own Shares

03/05/2024 - 17:50

Worldwide Healthcare Trust

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Finsbury Growth & Income Trust Plc - Transaction in Own Shares

03/05/2024 - 17:50

Finsbury Growth & Income Trust

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Mid Wynd International Investment Trust Plc - Transaction in Own Shares

03/05/2024 - 17:30

Mid Wynd International

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Capital Gearing Trust Plc - Transaction in Own Shares

03/05/2024 - 17:20

Capital Gearing Trust

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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.