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
Venturing into Vietnam
Cherry Reynard asks if Vietnam could be a sweet spot for investors in 2024.
An ill wind…
Ian Cowie searches for this year’s winners
Investment taxes loom large
David Prosser looks at how to make the most of tax-free savings allowances.
Investment company 2023 review (updated)
Mergers, buybacks, liquidations and manager changes dominate corporate activity. Nine investment companies change managers. Discounts hit post-2008 nadir in October.
“Under-owned, underestimated and undervalued”: but could 2024 be the year emerging markets come good?
Investment company managers on upcoming elections and opportunities in 2024.
Are you ready for VCT season?
David Prosser explores how VCTs can provide a tax-efficient option for investors.
On the income hunt once more
David Prosser explores how investment companies can offer income opportunities as inflation falls
Change in the air
David Prosser asks whether the headwinds facing investment companies are about to turn into tailwinds.
New year, new beginnings: what could bring the UK back in favour?
Alex Wright, Portfolio Manager of Fidelity Special Values, on what could bring the UK back in favour.
New year, new beginnings: what do you think could happen to inflation and interest rates?
James Hart, Investment Director of Witan Investment Trust, on what he thinks could happen next for inflation and interest rates.
New year, new beginnings: what themes or countries are you particularly positive about?
Emily Fletcher, Co-Manager of BlackRock Frontiers, discusses the countries and themes she's feeling optimistic about.
New year, new beginnings: could you reflect on your performance in 2023?
Fund managers from Witan Investment Trust, Fidelity Special Values and BlackRock Frontiers reflect on their performance this year.
Thematic research
Third-party thematic research on investment companies can be found below.
Fair Oaks Income continues to provide a strong, well-covered yield
The Big Question – Is the global economy heading for a hard, soft or no landing?
Our search for income – a deep dive presentation on the renewable and infrastructure sectors
BlackRock Energy and Resources Income Trust Plc - Total Voting Rights
19/04/2024 - 07:10
BlackRock Greater Europe Investment Trust Plc - Total Voting Rights
19/04/2024 - 07:10
BlackRock Throgmorton Trust Plc - Total Voting Rights
19/04/2024 - 07:10
BlackRock Income and Growth Investment Trust Plc - Total Voting Rights
19/04/2024 - 07:10
Invesco Select Trust Plc - Tender Prices and Tender Purchases
19/04/2024 - 07:10
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?
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.
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.
