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

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.

Citywire logo

Gresham House Energy sees April revenues double from January low

Shares in Gresham House Energy Storage rise after battery fund identified as a takeover target rushes out a positive trading update ahead of annual results next week.
Citywire logo

Riverstone’s green debt fund too small to carry on

Ahead of a five-year exit opportunity for investors, board of £77m Riverstone Credit Opportunities Income decides to wind down and return capital to investors.
Quoted data logo

Bidding war for Hipgnosis steps up a notch

In a further development to the recent offers by Concord Chorus Limited and Blackstone Europe for the assets of Hipgnosis’s (SONG) over the past week ( discussed here, and here), Concord Chorus Limited has announced that it has reached agreement on the terms of an increased cash offer. This is at an increased price of […]
Citywire logo

Concord Chorus calls Blackstone’s bluff and lifts Hipgnosis bid

The US music rights group defies the threat of legal action by Blackstone and ups its cash offer for Hipgnosis Songs to $1.25 a share, valuing the company at $1.51bn.
Quoted data logo

Boussard & Gavaudan heads towards wind down

Boussard & Gavaudan Holding (BGHL) announced its annual results for the 12 month period to 31 December 2023.  The NAV for the Euro shares decreased by 0.79% and the Sterling shares increased by 0.57%, whilst the market price of BGHL’s Euro shares increased by 13.51% and the market price of the Sterling shares increased by […]

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Seraphim Space

24 April 2024

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio 

International Public Partnerships

24 April 2024

Consistently and responsibly delivering.

HydrogenOne Capital Growth

23 April 2024

Update from QuotedData

JPMorgan Global Emerging Markets Income

23 April 2024

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets.

Transaction in Own Shares

25/04/2024 - 19:20

Smithson Investment Trust PLC

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Russian Court Order

25/04/2024 - 19:10

JPMorgan Emerging EMEA Securities

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Transaction in Own Shares

25/04/2024 - 19:10

Impax Environmental Markets PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

25/04/2024 - 18:10

BlackRock Throgmorton Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

25/04/2024 - 18:00

BlackRock Greater Europe

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Glossary

Familiarise yourself with industry terminology.

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Invest & engage

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