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
Which types of companies are you investing in now and why?
Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, said: We target growth companies - technology, healthcare and entertainment." Stuart Veale, Manager of the ProVen VCTs and Ewan MacKinnon, Investment Partner at Maven Capital Partners which manages the Maven VCTs, explain which types of companies they are investing in and why.
What economic benefits are VCTs providing amid slowing economic growth?
Ewan MacKinnon, Investment Partner, at Maven Capital Partners which manages the Maven VCTs, said: "VCT portfolio companies are big contributors to the UK economy". Together with Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, and Stuart Veale, Manager of the ProVen VCTs they discuss the economic benefits VCTs are providing amid slow economic growth?
In the current tough environment, what is your view on the outlook for VCTs?
The managers of the Maven VCTs, Calculus VCT and the ProVen VCTs give their outlook for VCTs in the current challenging environment.
Why has there been strong demand for VCTs?
VCT managers: Stuart Veale, Manager of the ProVen VCTs, Ewan MacKinnon, Investment Partner at Maven Capital Partners which manages the Maven VCTs, and Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, discuss why there has been strong demand for VCTs.
Three VCT managers discuss the outlook for Britain's ambitious smaller companies
Three VCT managers discuss the outlook for Britain's ambitious smaller companies.
Stamp out stamp duty on investment companies
Scrapping 0.5% tax would level the playing field, eliminate double taxation and boost financing for infrastructure and renewable energy.
Why UK equities offer attractive buying opportunities
Despite continued uncertainty, Alex Wright highlights the opportunity in UK equities and outlines why he expects value to continue to outperform in the current market environment.
Investment Trust Edge | January 2023
We examine the prospects for the Schroder UK Real Estate Investment Trust, ask whatever happened to the small cap effect and finish with a look at private equity: should ...
Value outperformance to continue into 2023
Nitin Bajaj, portfolio manager of Fidelity Asian Values, outlines why he expects value to continue its strong run as we head into 2023.
Investment Trust Update | 17th January 2023
In this investment trust update, Winterflood introduces 15 names to its recommended list for 2023 and Downing Strategic Microcap makes plans for share buybacks.
Casting our net wide
Nick Price, Portfolio Manager of Fidelity Emerging Markets, highlights areas of opportunity to be found in emerging markets.
Chinese New Year
Investment company managers on the outlook for China in the Year of the Rabbit
Thematic research
Third-party thematic research on investment companies can be found below.
BSRT’s NAV falls on the back of a challenging market for junior miners
Ecofin U.S. Renewables dividend swept up by a tornado
Vietnam Enterprise Investments reports double digit NAV returns
Blackstone Loan Financing’s first results under its new wind-down policy
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
29/04/2024 - 18:00
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
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An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
