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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The DIY British ISA?

There’s no need to wait for a British ISA to invest in UK companies, writes David Prosser.

Biotechnology & Healthcare: what are the challenges of investing in the sector?

Annabel Brodie-Smith asks managers about the challenges of investing in the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: where are you finding opportunities?

A panel of Biotechnology & Healthcare managers discuss where they are currently finding opportunities.

Biotechnology & Healthcare: is the sector due a comeback?

Annabel Brodie-Smith, Brett Darke, Marek Poszepczynski and Geoff Hsu discuss whether Biotechnology & Healthcare is due a comeback.

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The big buyback

David Prosser explores the role of share buybacks in narrowing investment trust discounts.

Biotechnology & Healthcare: will the results of the US election make a difference for the sector?

Brett Darke, Marek Poszepczynski and Geoff Hsu on whether the results of the next US election will impact the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: a sector on the mend?

Featuring comments from managers of Bellevue Healthcare Trust, International Biotechnology Trust and The Biotech Growth Trust.

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Eight investment trusts join the next generation of dividend heroes

33 investment trusts have raised dividends for 10 to 19 consecutive years.

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Biotechnology & Healthcare: a sector on the mend?

What’s the prognosis for biotech and healthcare companies? How will the US election impact the sector, and could we see a recovery later this year?

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Where to find high income with consistency

David Prosser on the dividend hero investment trusts.

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Investment Trust Edge | March 2024

In this Investment Trust Edge, we are joined by three experts who discuss HG Capital Trust, the wider private equity sector and increased merger activity in the closed-en...

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Top performing investment trust ISAs over the last 25 years

18 trusts returned over £100,000 from a one-off £7,000 investment.

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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Invesco: The more Action that 3i Group has, the better!

‘This is probably one of the best examples of our process,’ says Invesco’s Stephen Anness as his global income fund’s 6% stake in 3i is boosted by the rise of discount retailer Action.
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Apollo-backed Concord cheers Hipgnosis investors with $1.4bn bid

Update: Shares in Hipgnosis Songs soar after Concord, a US group that bought Round Hill Music Royalty last year, offers a 4% cash premium for their highly discounted stock.
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Our search for income – a deep dive presentation on the renewable and infrastructure sectors

In this video, Edward Marten CEO of QuotedData and James Carthew Head of Investment Companies talk about the search for income, and where to find attractive opportunities in the current market. Their presentation (at Master Investor, the UK’s largest private investor show, on the QuotedData stage) explains why it’s worth taking a fresh look at […]
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Alliance Trust lets Ben Whitmore go and picks ARGA for global value

Willis Towers Watson, adviser to the £3.5bn multi-manager trust, drops Ben Whitmore after he leaves Jupiter and appoints US value manager ARGA instead.
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Legal battle over Home Reit collapse begins

Home Reit, the homeless accommodation provider whose shares were suspended in January last year, issues letters of claim against former fund manager Alvarium and rebuts legal challenge from its shareholders.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Murray Income

15 April 2024

Delivering income and capital growth.

JPMorgan Global Core Real Assets

12 April 2024

QuotedData's Weekly News & Interview.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

18/04/2024 - 18:40

BlackRock Throgmorton Trust

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Transaction in Own Shares

18/04/2024 - 19:20

BioPharma Credit PLC

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Notice of AGM

18/04/2024 - 19:00

BioPharma Credit PLC

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Transaction in Own Shares

18/04/2024 - 19:00

Smithson Investment Trust PLC

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Transaction in Own Shares

18/04/2024 - 19:00

Impax Environmental Markets PLC

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Glossary

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