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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Hold your nerve

Deep discounts are no reason to throw in the towel, writes David Prosser.

Kerb appeal: Would Labour winning the next election make any difference to UK property?

Fund managers from Custodian Property Income REIT and Tritax Big Box REIT on whether Labour winning next year's election would make a difference to the UK property sector.

Kerb appeal: How is your portfolio faring in the current challenging economic conditions?

Investment experts discuss how their portfolios are faring with the AIC's Annabel Brodie-Smith.

Kerb appeal: Are we near the top for interest rates and could this make a difference for property?

The Fund Manager of Custodian Property Income REIT and the Investment Director of Tritax Big Box REIT, share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for the UK property sector.

Kerb appeal: How is your portfolio having a positive environmental or social impact?

Richard Shepherd-Cross and Bjorn Hobart discuss how their portfolios of UK properties are having a positive environmental or social impact.

Kerb appeal: UK property webinar

A panel of experts discuss the UK property sector with Annabel Brodie-Smith.

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Revisiting renewables

Renewables could be worth a second look, writes Cherry Reynard.

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“I’m still standing”

Ian Cowie on the art of when to sell.

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Meet the manager: Indriatti van Hien

Portfolio Manager of The Henderson Smaller Companies Investment Trust.

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Investment companies in the limelight

David Prosser on how, despite market sentiment, interest in the investment companies sector is at an all-time high.

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FRC makes the right call on revisions to the UK corporate governance code

The Association of Investment Companies (AIC) has responded to the Financial Reporting Council’s policy update on its revisions to the UK Corporate Governance Code.

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“All the building blocks to perform in the future”

Managers of property investment companies talk opportunities and challenges.

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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Gresham House Energy sees April revenues double from January low

Shares in Gresham House Energy Storage rise after battery fund identified as a takeover target rushes out a positive trading update ahead of annual results next week.
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Riverstone’s green debt fund too small to carry on

Ahead of a five-year exit opportunity for investors, board of £77m Riverstone Credit Opportunities Income decides to wind down and return capital to investors.
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Bidding war for Hipgnosis steps up a notch

In a further development to the recent offers by Concord Chorus Limited and Blackstone Europe for the assets of Hipgnosis’s (SONG) over the past week ( discussed here, and here), Concord Chorus Limited has announced that it has reached agreement on the terms of an increased cash offer. This is at an increased price of […]
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Concord Chorus calls Blackstone’s bluff and lifts Hipgnosis bid

The US music rights group defies the threat of legal action by Blackstone and ups its cash offer for Hipgnosis Songs to $1.25 a share, valuing the company at $1.51bn.
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Boussard & Gavaudan heads towards wind down

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 […]

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

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.

Transaction in Own Shares

25/04/2024 - 19:20

Smithson Investment Trust PLC

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Russian Court Order

25/04/2024 - 19:10

JPMorgan Emerging EMEA Securities

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Transaction in Own Shares

25/04/2024 - 19:10

Impax Environmental Markets PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

25/04/2024 - 18:10

BlackRock Throgmorton Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

25/04/2024 - 18:00

BlackRock Greater Europe

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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.