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Compass

 

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.

+ July 2018

A focus on the UK.

  • The UK before Brexit - Investment company managers comment on opportunities and risks.
  • Two views make a market - Ian Cowie explores the opportunities presented by bearish sentiment on the UK.
  • Down with the KIDs -  AIC analysis demonstrates why the FCA needs to act now over Key Information Documents to protect consumers.
  • Backing a greener future - The investment companies helping to tackle environmental issues.

 Compass back issues

+ June 2018

Worldwide opportunities.

+ May 2018
We're looking at income opportunities from alternative assets including debt, property, infrastructure and specialist investments.

+ April 2018

We look at the prospects for Russia and Emerging Europe.

+ March 2018

We celebrate the 150th anniversary of investment companies

 

+ February 2018

A focus on VCTs which invest in young, exciting companies.

 

+ January 2018

A look forward to 2018

 

 

 

+ December 2017

A look back at 2017 for investment companies including the top-performing sectors

+ November 2017

A closer look at private equity

 

+ October 2017

The prospects for Japan, the most cost-effective platforms and a look at the “sandwich” generation

+ September 2017

The global outlook, dividends from capital and saving with investment companies

+ July 2017

The best performing sectors of 2017 so far are revealed and the manager of The Scottish Investment Trust explains the unexpected opportunities provided by Brexit

+  June 2017

Alternative routes to income: property and infrastructure

+ May 2017

Managers discuss the impact of the upcoming General Election and Donald Trump’s influence on the bio-tech and environmental sectors

+ April 2017

We look at the impact of Article 50 on the UK and the EU and reveal the next generation of dividend heroes

+ March 2017

What do investment companies and The Beatles have in common?

+ February 2017

20 years of dividends from the UK Equity Income sector and results from this year’s investor confidence research

 

 

Videos

Search results:

Alliance Trust stock spotlight: Oerlikon & Henry Schei

Bill Kanko, Founder and President of Black Creek Investment Management, discusses why Alliance Trust saw value in industrial group Oerlikon and healthcare distributor Henry Schein.

An introduction to Martin Currie Asia Unconstrained Trust

Andrew Graham, Portfolio Manager, explains why Asia could offer a compelling opportunity for investors.

An introduction to Witan

Witan explains how its multi-manager approach offers investors a diverse portfolio across different stocks, geographies and sectors.

Exploring private equity investment companies

Find out about investing in private companies.

Discover more