Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes on a hunt for ISA millionaire trusts and Faith Glasgow investigates what mergers mean for investors.

Latest articles, press releases and videos

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ESG investing declining in popularity as fears of greenwashing grow

The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.

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Elephants don’t gallop

Ian Cowie explores how smaller companies can deliver surprisingly big returns.

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Meet the manager: Jonathan Maxwell

Founder and CEO of SDCL Energy Efficiency Income Trust.

UK Smaller Companies: What’s your view on the discount on your trust?

A panel of investment company experts on the discounts on their respective trusts and whether this could represent a buying opportunity.

UK Smaller Companies: If Labour won the next election, would this make a difference to the sector?

Managers from River and Mercantile UK Micro Cap, Strategic Equity Capital, and abrdn UK Smaller Companies Growth discuss whether a Labour win could make a difference for UK smaller companies.

UK Smaller Companies: Could interest rate peaks make a difference for smaller companies?

Amanda Yeaman, Ken Wotton and George Ensor share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for smaller companies.

UK Smaller Companies: Where are you finding opportunities?

A panel of UK Smaller Companies experts discuss where they are currently finding opportunities for growth.

UK Smaller Companies: What are the challenges of investing in these difficult conditions?

UK Smaller Companies fund managers give their thoughts on the challenges of investing in the current economic climate.

UK Smaller Companies: time to dive in

Annabel Brodie-Smith discusses the challenges and opportunities in the UK Smaller Companies sector with investment company managers George Ensor, Ken Wotton and Amanda Yeaman.

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The investment companies set to benefit after rates peak

Some sectors could be in for a welcome boost, writes Faith Glasgow.

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Wealth managers are shopping for bargains amid wide discounts, research shows

Discretionary fund managers have increased their usage of investment trusts since 2020 and those who use trusts are looking to add to their exposure, according to Research in Finance.

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The return of VCTs

David Prosser explores the benefits of VCTs that make them so popular with investors.

Thematic research

Third-party thematic research on investment companies can be found below.

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.

Investment company liquidity – steady as she goes, but could be better

19 March 2024

A review of investment company liquidity in London since 2016.

Listed private equity – Performing a balancing act

6 March 2024

UK-listed private equity investment companies maintained strong NAV total returns (TR) over the last five and 10 years of c 14% per year on average, despite recent monetary tightening and other macro headwinds.

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QD view – What goes down must come up?

The UK has become a bit of punching bag in recent times, stumbling from one crisis to another while presiding over an economy stuck in neutral. In many respects, it’s of little surprise its benchmark index has trailed the MSCI All Countries World index by almost 50% over the last five years. Of late, stubborn […]
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Baillie Gifford Shin Nippon offers 15% tender if slump continues

Increasing investor activism in Japan has upped the flight from small high-tech growth stocks, argues the trust, as it offers a 15% exit if performance doesn't improve by 2027.
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Londonmetric says it won’t bid for UK Commercial Property

The coast seems increasingly clear for Tritax Big Box to clinch a merger with Abrdn stablemate UK Commercial Property after Londonmetric rules out making a counter bid.
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Hipgnosis Songs: Fund manager fell ‘below music industry standards’

Shares in royalties fund leap as due diligence report accuses Hipgnosis Song Management of multiple failings and board says it will decide the company's future in a month.
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Newly enlarged Henderson High Income beats benchmark over 2023

Henderson High Income says its NAV total return for 2023 was +9.8% compared with the benchmark return of +8.1%, an outperformance of +1.7%. Unfortunately, the emergence of a discount meant that the share price total return was +0.9%, with the share price ending the year at a discount to NAV of 7.7% having started 2023 […]

Oakley Capital Investments

28 March 2024

Oakley Capital Investments – executive interview

Allianz Technology

27 March 2024

ATT offers significantly discounted exposure to the technology sector. 

Greencoat UK Wind

25 March 2024

 Acquisitions generating more green

Witan Investment Trust

22 March 2024

QuotedData's Weekly News & Interview.

Henderson EuroTrust

22 March 2024

Proposed merger with Henderson European Focus Trust.

BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

28/03/2024 - 18:50

BlackRock Sustainable American Income

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Holding(s) in Company

28/03/2024 - 19:30

Aquila European Renewables PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Smaller Companies

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Holding(s) in Company

28/03/2024 - 19:10

European Smaller Companies Tst PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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Invest & engage

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