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

Time to look close to home?

The UK market shows great promise for investors, says David Prosser.

Image

Investment trust recommendations for pension savers and retirees

Financial advisers suggest trusts for the accumulation and decumulation stages.

Image

Go smaller for income

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

Image

Meet the manager: Simon King

Fund Manager of Octopus Future Generations VCT.

Asset TV Image

Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

Image

Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

Image

India’s general election

Will more of the same be good for markets?

Image

VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

Image

Buyback bonanza

Cherry Reynard analyses the buyback boom.

Image

Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

The Resilient Investor: Foresight Solar and the infrastructure renewables sector

Hear Ross Driver of Foresight Solar Fund and David Stevenson on infrastructure renewables' prospects, challenges, and current discounts.

Image

Meet the manager: Joe Bauernfreund

Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.

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.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

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

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

26/04/2024 - 17:40

BlackRock Throgmorton Trust

Read more

Worldwide Healthcare Trust Plc - Transaction in Own Shares

26/04/2024 - 17:40

Worldwide Healthcare Trust

Read more

Transaction in Own Shares

26/04/2024 - 18:30

Murray Income Trust PLC

Read more

Transaction in Own Shares

26/04/2024 - 18:30

Dunedin Income Growth Inv Tst PLC

Read more

Transaction in Own Shares

26/04/2024 - 18:30

Smithson Investment Trust 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.