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

Image

Direct Lending sector offers attractive yields from affordable housing and regional development

Investment company managers discuss sustainable lending and ESG.

Image

interactive investor wins AIC Shareholder Engagement Award

The award recognises the work of investment platforms to encourage shareholder engagement with investment companies.

Image

Saving for student days

Investment companies could provide benefits for families thinking about future education costs.

Image

Surviving shock

Ian Cowie discusses how investment companies have continued to perform well despite global stock market shocks over the past twenty years.

Image

Under the bonnet of the flexible sector

Faith Glasgow looks at the diverse make-up of assets embraced by the flexible sector and what unites them.

Image

How will Canadian investments be affected by the federal election?

Investment company managers comment on their Canadian holdings.

Image

Freetrade interviews Elmley de la Cour

Elmley de la Cour from the AIC discusses investment companies with Freetrade's Dan Lane.

Image

Parents and students underestimate student debt as A-Level results day approaches

The official figure is £45,000.

Image

Investment company purchases on adviser platforms reach record high in first quarter of 2021

Over 1,800 firms are using investment companies.

Image

AIC appoints Richard Stone as Chief Executive

The AIC has appointed Richard Stone as Chief Executive of the Association effective from 13 September 2021.

Image

AIC says FCA’s PRIIPs performance proposals are “a step in the right direction” but other changes are “underwhelming”

AIC responds to the FCA’s Consultation Paper on PRIIPs.

Image

Pandemic puts off a quarter of young people from university

89% of students say COVID made university worse value for money.

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.

Quoted data logo

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 […]
Quoted data logo

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 […]
Citywire logo

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.
Citywire logo

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.
Citywire logo

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

Read more

Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

Read more

Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

Read more

Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

Read more

Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

Read more

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.