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

What are the specific advantages of investing in the UK over other markets?

Simon Gergel, Manager of The Merchants Trust, discusses the specific advantages of investing in the UK over other markets.

How will global equities be affected by the recession in 2023?

Bruce Stout, Manager of Murray International, gives his views on how global equities will be affected by the recession in 2023.

Image

Top-performing investment company sectors in 2022

Commodities & Natural Resources comes out top in a tough year.

Image

Around the table

Faith Glasgow discovers what a good board of directors looks like.

Looking forward to 2023 - what is your biggest cause for optimism?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their greatest causes for optimism in 2023.

Image

What's on the horizon?

Ian Cowie gives his outlook for investors this year.

Looking forward to 2023 - what is your biggest cause for concern?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their biggest causes for concern in 2023.

Image

Fund manager poll

Energy tipped to be top performer in 2023 followed by information technology

Reflecting on your performance in 2022 - what went well and what went badly?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust discuss the performance of their investment companies in 2022.

Image

Bag a real bargain this Christmas

Looking for gift ideas? David Prosser discusses why shares in an investment company could be one present your loved ones will thank you for over many years to come.

Image

Not just a present for Christmas

Saving for children with investment companies

How is renewable energy infrastructure helping to tackle the problem of high energy prices?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how renewable energy infrastructure is helping to tackle high energy prices.

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

Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

Don’t be put off by Asia Dragon's interim results and poor performance: key financials and a wide share price discount point to better things, says Mick Gilligan of Killik & Co.
Quoted data logo

BSRT’s NAV falls on the back of a challenging market for junior miners

Baker Steel Resources Trust (BSRT) has released its annual results for the 12 months ending 31 December 2023. Over the year BSRT’s NAV per share decreased by 2.8%, compared with the increase in the MSCI World Metals and Mining Index of 13.8%. BSRT’s share price fell by 15.1%, finishing the year on a 48.8% discount. […]
Quoted data logo

Ecofin U.S. Renewables dividend swept up by a tornado

Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]
Quoted data logo

Vietnam Enterprise Investments reports double digit NAV returns

Vietnam Enterprise Investments Limited (VEIL) has released its annual results for the 12 months ending 31 December 2023. VEIL has reported a NAV per share return of 10.5% over 2023, slightly below the Vietnam Index’s 11.1% gain, both in US$ total return terms. Over a 3-year period, VEIL still outperformed the Vietnam Index by 2.6%. […]
Quoted data logo

Blackstone Loan Financing’s first results under its new wind-down policy

Blackstone Loan Financing (BGLF) has released its annual results for the 12 months ending 31 December 2023. BGLF reported a NAV total return of 10.39%, based on its published NAV, ending the period with a NAV of €0.9098 per share. BGLF also reports on an IFRS NAV basis, under which it returned a share price […]

Princess Private Equity Holding

29 April 2024

Introducing a well-defined buyback policy

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Schroder Income Growth

26 April 2024

Why Schroder Income Growth offers investors the best of both worlds.

Baillie Gifford Shin Nippon

26 April 2024

BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper.

Strategic Equity Capital

26 April 2024

Update research from QuotedData

Form 8.3 - Hipgnosis Songs Fund Limited

29/04/2024 - 19:30

Almitas Capital LLC

Read more

Transaction in Own Shares

29/04/2024 - 19:20

BioPharma Credit PLC

Read more

Notice of Extraordinary General Meeting

29/04/2024 - 19:10

River & Mercantile UK Micro Cap Inv

Read more

Transaction in Own Shares

29/04/2024 - 19:10

Smithson Investment Trust PLC

Read more

Transaction in Own Shares

29/04/2024 - 19:10

Impax Environmental Markets 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.