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

Can activist investors be a positive force for shareholders?

David Prosser argues that activist campaigns can bring benefits to shareholders.

Image

Should you pay extra for performance?

David Prosser weighs up the pros and cons of performance-related fees on investment companies.

Image

ESG investing declining in popularity as fears of greenwashing grow

The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.

Image

Elephants don’t gallop

Ian Cowie explores how smaller companies can deliver surprisingly big returns.

Image

Meet the manager: Jonathan Maxwell

Founder and CEO of SDCL Energy Efficiency Income Trust.

UK Smaller Companies: What’s your view on the discount on your trust?

A panel of investment company experts on the discounts on their respective trusts and whether this could represent a buying opportunity.

UK Smaller Companies: If Labour won the next election, would this make a difference to the sector?

Managers from River and Mercantile UK Micro Cap, Strategic Equity Capital, and abrdn UK Smaller Companies Growth discuss whether a Labour win could make a difference for UK smaller companies.

UK Smaller Companies: Could interest rate peaks make a difference for smaller companies?

Amanda Yeaman, Ken Wotton and George Ensor share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for smaller companies.

UK Smaller Companies: Where are you finding opportunities?

A panel of UK Smaller Companies experts discuss where they are currently finding opportunities for growth.

UK Smaller Companies: What are the challenges of investing in these difficult conditions?

UK Smaller Companies fund managers give their thoughts on the challenges of investing in the current economic climate.

UK Smaller Companies: time to dive in

Annabel Brodie-Smith discusses the challenges and opportunities in the UK Smaller Companies sector with investment company managers George Ensor, Ken Wotton and Amanda Yeaman.

Image

The investment companies set to benefit after rates peak

Some sectors could be in for a welcome boost, writes Faith Glasgow.

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.