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

November 2023

This month in Compass, we delve into discounts, exploring the property and renewable energy sectors. And Ian Cowie investigates when to turn paper profits into real ones.

Back issues

October 2023

This month in Compass, we dive into smaller companies, with Ian Cowie analysing his small cap trusts and Annabel asking managers what comes next for the UK’s smaller businesses. Meanwhile, Faith Glasgow finds out which investment companies might benefit after interest rates hit a high.

September 2023

Compass eases into autumn with Ian Cowie making the case for investments versus cash. Faith Glasgow delves into China’s deflation, and there’s a new hero on the scene.

July 2023

This month in Compass, Faith Glasgow reveals the opportunities in the unloved property sector while Ian Cowie explores Japan and at long last has something to celebrate.

June 2023

This month Compass explores the opportunities in deeply discounted private equity, Ian Cowie goes stateside, and UK fund managers face down the inflation dragon.

May 2023

This month Compass is celebrating the Coronation with the 36 investment companies founded before King Charles was in his cradle. Meanwhile, Ian Cowie embraces the investment opportunities of AI.

April 2023

Following the Chancellor’s pension changes, Ian Cowie explains what it means for investors. Compass hops into renewable energy opportunities and the dividend heroes are back.

March 2023

With a new deal for Northern Ireland in the headlines, Ian Cowie explores Europe’s investment prospects. And with 5 April fast approaching, Compass delves into ISAs and VCTs.

February 2023

As Valentine’s Day approaches, we ask whether it’s time to make a place in your heart for UK equities and VCT managers discuss the outlook for Britain’s ambitious smaller companies. 

January 2023

Compass springs into the new year while Ian Cowie looks back on his 2022 investment company winners.

December 2022

This month in Compass, Ian Cowie finds bright spots in emerging markets and we reveal why investors are more sceptical about ESG than last year.