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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Should you pay extra for performance?

David Prosser weighs up the pros and cons of performance-related fees on investment companies.

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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.

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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Riverstone Credit Opportunities proposes managed wind down

[Apologies that we didn’t spot this earlier but it was buried in the company’s AGM announcement] After talking to the manager (Riverstone Investment Group LLC), its sub-manager, Breakwall Capital LLC, its advisers and certain significant shareholders, Riverstone Credit Opportunities’ board has determined that a managed wind-down of the portfolio at this time is in the […]
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BH Macro shares fall to record discount after ‘rollercoaster’ year

A £315m share issue and sharp reversal in interest rate expectations made for a difficult 2023 for the Brevan Howard hedge fund, recent annual results show.
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Fidelity: ‘Golden shares’ should protect investors from China crackdowns

Dale Nicholls, manager of Fidelity China Special Situations, says the government's 1% stakes in technology companies is a good thing and should not deter investors from an historic valuation opportunity.
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Interview with Baroness Bowles & Baroness Altmann on cost disclosures

QuotedData’s James Carthew recently interviewed the two Baronesses that are part of the team fighting to fix the sector’s cost disclosures problem. 0:00 – Why and how did you get involved in the campaign? 3:31 – Why is this issue important for investors? 8:18 – Is legislation the answer to resolving this issue? 14:50 – […]
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Molten rallies on hope for better 12 months after three-year meltdown

Molten Ventures perks up after forecasting a ‘meaningful’ recovery in exits from early-stage digital companies that could help narrow the huge 64% discount at which its shares trade.

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.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

Recommended increased cash offer for Hipgnosis

24/04/2024 - 19:30

Alchemy Copyrights, LLC

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Transaction in Own Shares

24/04/2024 - 19:30

CQS Natural Resources Grwth&Inc PLC

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Transaction in Own Shares

24/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

24/04/2024 - 19:00

abrdn Asian Income Fund Limited

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

24/04/2024 - 18:00

BlackRock Throgmorton 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.