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

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Taking stock of Japan’s equity market

Nicholas Price, portfolio manager of Fidelity Japan Trust, takes stock of what has been a very challenging period for investors.

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Debt worries weigh heavily as A-level results day approaches

34% of students currently at university, say they considered not attending due to the costs involved.

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Meet the Manager: Q&A with Alex Wright

In a wide-ranging interview at Morningstar’s UK Investment Conference, Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, reflects on the recent challenges facing investors in domestic equities.

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In search of balance

David Prosser delves into the importance of having a balanced portfolio and what this means for investors.

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Consumer duty to increase focus on product design

Investment companies well placed to benefit.

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42 high-yielding investment companies

Eight of the 42 companies are “dividend heroes”, having raised dividends for 20+ years in a row.

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AIC welcomes proposals to "help capital hungry companies"

The Treasury's review proposes measures to ensure UK capital markets remain globally competitive and fit for purpose over the next 15 to 20 years.

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AIC supports FRC’s review to simplify and improve reports and accounts

The Position Paper sets out the next steps to reform the UK’s audit and corporate governance framework.

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Batten down the hatches!

Investment company managers in loans and bonds sector bolster defences against market storm.

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Something different

Faith Glasgow looks for opportunities among investment companies in specialist sectors.

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Investing through China’s storm

Fidelity China Special Situations portfolio manager Dale Nicholls shares his perspectives on the recent market volatility in China and discusses what happens next.

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Europe could accelerate the shift from mobile to metaverse

Marcel Stötzel, portfolio manager of the Fidelity European Trust, outlines why he thinks that some European tech businesses could be key enablers of the metaverse, with the potential to strengthen brand loyalty and boost industry profits.

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.

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Martin Gilbert linked India trust seeks Abrdn fund merger

India Capital Growth, whose Ocean Dial fund manager is part of the new group of Aberdeen Asset Management founder Martin Gilbert, has made several merger approaches to Abrdn New India.
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Hipgnosis Song Management releases statement regarding recent issues

Hipgnosis Song Management, the investment advisor for Hipgnosis Songs Fund (SONG) has issued a statement regarding the recent issues surrounding the trust. It is outlined in full below.  “Hipgnosis Songs Fund is a self-managed investment trust with multiple specialist advisers, appointed by the Company’s Board, to advise the Board in their respective areas of expertise […]
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‘Complex’ trusts? How to answer Hargreaves’ test

Hargreaves Lansdown is asking some investors to answer four questions when they want to buy shares in a 'complex' investment trust. We provide the answers so you can trade.
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David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

The UK stock market is badly mispricing Tufton Oceanic and Taylor Maritime, notwithstanding the global economic uncertainty.
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Stifel upgrades bid ‘target’ Gresham House Energy Storage

Battery fund jumps 5% after analyst Sachin Saggar lifts stock to ‘positive’ from ‘neutral’, saying the shares trade below the replacement cost of its storage systems.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

HydrogenOne Capital Growth

22 April 2024

Hydrogen options maturing.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

BlackRock Throgmorton Trust Plc - Total Voting Rights

24/04/2024 - 07:20

BlackRock Throgmorton Trust

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BlackRock Energy and Resources Income Trust Plc - Total Voting Rights

24/04/2024 - 07:20

BlackRock Energy and Resources Income

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BlackRock Sustainable American Income Trust Plc - Total Voting Rights

24/04/2024 - 07:20

BlackRock Sustainable American Income

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Transaction in Own Shares

23/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

23/04/2024 - 19:00

Smithson Investment Trust PLC

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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.