Compass is the AIC’s monthly e-newsletter for private investors that features views from investment company managers and takes a closer look at topical issues within the investment company sector.

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Latest issue

September 2021

Compass starts a new term with UK managers’ views on this summer’s private equity bids, while Ian Cowie looks at the investment impact of the tragic events of 9/11 and Faith Glasgow investigates the Flexible Investment sector.

  • Bidding for British bargains - Do private equity bids in the UK present investors with an opportunity or a threat?
  • The day that changed history - Ian Cowie discusses the economic impact of 9/11.
  • Flexible friends? - Faith Glasgow explores the diversity of the Flexible Investment sector.
  • O Canada - Managers comment on the impact of the federal election on their Canadian holdings.

Back issues

July 2021

As the summer of sport continues, what are Japan’s prospects on the eve of the Olympics? Compass explains why the AIC website’s going green and how Ian Cowie got his first investment company ‘ten-bagger’

June 2021

Is inflation “the silent assassin of wealth” approaching? We look at how investment companies can offer your portfolios protection against inflation. Ian Cowie examines whether fortune may favour the brave when it comes to property and Faith Glasgow demystifies dividends.

May 2021

This month in Compass, we look at the prospects for hospitality and leisure as the UK opens up. Will warehouses or offices be post-Covid winners? Ian Cowie goes green with renewables and we discover what continuation votes are.

April 2021

This month in Compass we are talking to the chairs of Edinburgh Investment Trust, Baillie Gifford China Growth Trust and Temple Bar, to find out what happened when they decided it was time for change.

March 2021

This month in Compass: Ian Cowie gets wealthier slowly with the help of investment company ISA millionaires, and value managers discuss the implications of inflation.

February 2021

This month in Compass, we find out how VCTs can help Britain build back better and explore the implications of a new Mr. President for the US and China.

January 2021

New year, new lockdown, same old problems - the horror of home schooling… This month Ian Cowie chooses his key investment themes for the year ahead and we hear from the first investment company specialising in energy efficiency.

December 2020

With the average investment company up 8%, Ian Cowie celebrating his winners and managers optimistic about 2021, we're in good spirits as we hang up our stockings.

November 2020

This month we visit Vietnam, Ian Cowie compares the coronavirus responses in Europe and Asia and Kyle Caldwell analyses investment company dividends post-COVID.

October 2020

We search for Brexit bargains with Ian Cowie, go green with Faith Glasgow, explore the future of the office and warehouses and raise a glass to VCTs.