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 advantages of an independent board

‘Investment trusts are run with shareholders’ interests as the top priority’

Ian Sayers blog: The Director General of the AIC takes a look at liquidity

Investors shouldn’t let someone else’s liquidity problems become theirs.

The outlook for emerging markets

"Emerging markets are unquestionably going through a transition, from a period of high expectations to one of more measured ones.”

"The potential rewards are there”

Opportunities in emerging markets for investors with a long-term view.

An insight into Thailand’s economy

Why Aberdeen New Thai have invested in Big C Supercenter.

Investment trusts - a strong case to make to investors

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

Investors Chronicle seminars: Opportunities for investment companies

The Investors Chronicle presents a series of four sessions covering closed-ended funds.

A week in the life of...Charlie Thomas

Charlie Thomas, Manager of Jupiter Green describes his busy working week.

Opportunities for growth and the outlook for the environmental sector

Looking at resource optimisation and environmental markets.

Edinburgh Investment Trust - the advantages of an investment trust board

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

Wind farms - the prospects for Greencoat UK Wind

Renewable answer for those searching for yield.

2013 - the year of the investment trust?

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

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.

Quoted data logo

QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
Quoted data logo

QuotedData’s weekly news show 26th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
Citywire logo

JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
Citywire logo

Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
Citywire logo

US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

Read more

Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

Read more

Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

Read more

Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

Read more

Transaction in Own Shares

26/04/2024 - 18:50

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.