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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Investment Trust Outlook | Income - May 2023

What is the outlook for European real estate and what areas offer reliable income in the UK market? Experts from Schroders and abrdn join us to discuss:

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PLSA launches guide to investment companies for pension trustees

Produced in partnership with the AIC, the guide helps trustees understand the features and benefits of investment companies.

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Dispelling the discount doubts

Widening discounts can seem scary, but they’re a normal part of the market cycle, writes David Prosser.

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The AI revolution: can we manage the risks and reap the rewards?

"History tells us that advances in technology help improve society and efficiency."

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AIC expands AGM calendar to include shareholder presentations

Post-Covid, over 30% of upcoming meetings now offer an option to attend online.

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Small can be beautiful once again

David Prosser on why UK smaller companies could benefit from brightening economic weather.

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Taking the alternative view

David Prosser goes off the beaten track in search of investment opportunities

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Robot revolution

Ian Cowie explains how to invest in AI.

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Could it be time to go for growth?

David Prosser asks when the pendulum will swing away from value and back towards growth stocks.

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King’s Coronation: In the hot seat

In the run-up to the King’s Coronation, investment company managers discuss taking over the reins from long-serving predecessors.

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Investment Trust Edge

Abrdn Diversified Income & Growth is on a 26% discount to NAV is value or a value trap? In a rising rate environment, what’s the point of alternative income? And we tak...

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Meet the manager: Georgina Brittain

Portfolio Manager of JPMorgan UK Smaller Companies and JPMorgan MidCap.

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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abrdn European Logistics Income’s NAV takes a hit as strategic review continues

abrdn European Logistics Income (ASLI) reported a big hit to its NAV in full year results for the year to 31 December 2023, as the impact of higher interest rates weighed on portfolio values. IFRS NAV decreased by 21.4% to 93.4 cents (31 December 2022: 118.9 cents), while the EPRA net tangible assets metric was […]
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JPMorgan Emerging EMEA Securities gets caught in VTB crossfire

JPMorgan Emerging EMEA Securities (JEMA) has announced that it has been named as a defendant to civil proceedings being brought by VTB in the Russian courts, which were commenced on 17 April 2024. The claim has been brought against certain JPMorgan entities and relates to US$439m held in a correspondent banking account with JPMCB (NY […]
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GCP Infrastructure sells wind farm loan notes at 6.4% premium

GCP Infrastructure (GCP) has sold its interest in loan notes secured against Blackcraig Wind Farm at a 6.4% premium to the valuation of the project as at 31 March 2024. The disposal has generated net cash proceeds of around £31m and these will be used to prepay drawings under GCP’s revolving credit facility. GCP says […]
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QuotedData’s morning briefing 26 April 2024 – NBDD

In QuotedData’s morning briefing 26 April 2024: NB Distressed Debt has published its annual results for the year ended 31 December 2023. As a reminder, each share class is in its harvest period and there is now very little left of the fund. Perhaps reflecting this, there is not the usual depth of information that […]
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Smithson chair receives strong ‘no’ vote after continuation ballot row

Diana Dyer Bartlett saw 19% of shares vote against her re-election at the Smithson annual general meeting for her handling of the continuation vote, which the company passed.

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.

Premier Miton Global Renewables Trust Plc - Monthly Factsheet

26/04/2024 - 10:00

Premier Miton Global Renewables

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Finsbury Growth & Income Trust Plc - Compliance with Market Abuse Regulation

26/04/2024 - 07:50

Finsbury Growth & Income Trust

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Result of AGM

26/04/2024 - 08:10

Develop North PLC

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Factsheet, Trading Update & Quarterly NAV

26/04/2024 - 08:10

Taylor Maritime Investments Limited

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Monthly Performance Update

26/04/2024 - 08:10

Pantheon International PLC

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Glossary

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