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

Three VCT managers discuss the outlook for Britain's ambitious smaller companies

Three VCT managers discuss the outlook for Britain's ambitious smaller companies.

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Stamp out stamp duty on investment companies

Scrapping 0.5% tax would level the playing field, eliminate double taxation and boost financing for infrastructure and renewable energy.

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Why UK equities offer attractive buying opportunities

Despite continued uncertainty, Alex Wright highlights the opportunity in UK equities and outlines why he expects value to continue to outperform in the current market environment.

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Investment Trust Edge | January 2023

We examine the prospects for the Schroder UK Real Estate Investment Trust, ask whatever happened to the small cap effect and finish with a look at private equity: should ...

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Value outperformance to continue into 2023

Nitin Bajaj, portfolio manager of Fidelity Asian Values, outlines why he expects value to continue its strong run as we head into 2023.

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Investment Trust Update | 17th January 2023

In this investment trust update, Winterflood introduces 15 names to its recommended list for 2023 and Downing Strategic Microcap makes plans for share buybacks.

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Casting our net wide

Nick Price, Portfolio Manager of Fidelity Emerging Markets, highlights areas of opportunity to be found in emerging markets.

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Chinese New Year

Investment company managers on the outlook for China in the Year of the Rabbit

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Outlook is bright for Japan

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, discusses why he believes the outlook is bright for Japan in the year ahead.

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How a 'forgotten' Japan could play a large role in investment returns

Alex Illingworth, Co-manager of Mid Wynd International Investment Trust, gives several key reasons why Japan is in a better position than other countries to deliver strong returns for the fund.

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A focus on resilience in Europe

Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for regional equities.

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Looking forward to the share price pendulum swinging

Laura Foll, Co-manager of Henderson Opportunities Trust, discusses the opportunities in UK equities if 2023 sees a bounce in share prices.

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

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