Compass: The AIC’s monthly newsletter

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.

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.

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 […]

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.