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
The unique opportunity in Asia’s smaller companies
Portfolio manager Nitin Bajaj reviews the fundamental backdrop facing investors in Asia’s key economies. He discusses how extreme market dislocations are creating buying opportunities among small-cap value companies, particularly in China, and highlights how this translates into the current positioning of Fidelity Asian Values.
Record-breaking demand for VCTs boosts UK economic recovery
VCT managers comment on economic benefits, ESG and levelling up
Still roaring? Investment company managers on the outlook for China
Managers discuss the growth slowdown, regulation, monetary easing and ESG
Inflation and the stock market
Investment company managers on the outlook for equities.
Alex Denny and Gordon Humphries elected to AIC board
Peter Niven, Susie Farnon and Patrick Reeve re-elected.
AIC urges FCA to avoid misleading ESG claims
Investment companies should be held to the same standards as funds.
Record number of firms buying investment companies on adviser platforms
Purchases of £968m made in first nine months of 2021.
Opportunities abound in attractively valued Japan
Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he maintains a positive outlook for Japanese stocks as we head into 2022.
Grounds for optimism in Europe
Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for Europe’s equity markets.
Emerging markets – from uncertainty to opportunity
As investors grapple with economic uncertainty and mounting regulation, the outlook for emerging markets may seem less positive. Against this backdrop, Fidelity Emerging Markets Limited portfolio manager Nick Price outlines why he expects to find opportunities amidst the uncertainty.
AIC launches guide to investment companies
New alerts service, improved graphing functionality and enhanced screening tools introduced.
Investment company 2021 review
(Updated) Record levels of fundraising and industry assets, with as many mergers this year as in the previous five years combined.
Thematic research
Third-party thematic research on investment companies can be found below.
Discount ignores good progress at HydrogenOne
HydrogenOne announces HH2E restructuring
JZ Capital proposes follow on investment in Flex Pack and $40m capital return
Alliance Trust picks ARGA to replace Ben Whitmore
Hipgnosis gets bid from Alchemy Copyrights
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
If you're new to investment companies, find out what they're all about here.
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.
