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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Beating the energy crisis

David Prosser looks at the opportunities for investors to secure handsome returns as the UK shifts to zero carbon energy sources.

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Taking stock of Japan’s equity market

Nicholas Price, portfolio manager of Fidelity Japan Trust, takes stock of what has been a very challenging period for investors.

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Debt worries weigh heavily as A-level results day approaches

34% of students currently at university, say they considered not attending due to the costs involved.

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Meet the Manager: Q&A with Alex Wright

In a wide-ranging interview at Morningstar’s UK Investment Conference, Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, reflects on the recent challenges facing investors in domestic equities.

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In search of balance

David Prosser delves into the importance of having a balanced portfolio and what this means for investors.

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Consumer duty to increase focus on product design

Investment companies well placed to benefit.

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42 high-yielding investment companies

Eight of the 42 companies are “dividend heroes”, having raised dividends for 20+ years in a row.

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AIC welcomes proposals to "help capital hungry companies"

The Treasury's review proposes measures to ensure UK capital markets remain globally competitive and fit for purpose over the next 15 to 20 years.

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AIC supports FRC’s review to simplify and improve reports and accounts

The Position Paper sets out the next steps to reform the UK’s audit and corporate governance framework.

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Batten down the hatches!

Investment company managers in loans and bonds sector bolster defences against market storm.

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Something different

Faith Glasgow looks for opportunities among investment companies in specialist sectors.

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Investing through China’s storm

Fidelity China Special Situations portfolio manager Dale Nicholls shares his perspectives on the recent market volatility in China and discusses what happens next.

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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QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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QuotedData’s weekly news show 26th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
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JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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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.