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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.
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+ 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.

  • Climate conscious - Fait Glasgow looks at the Renewable Energy Infrastructure sector
  • On the contrary- Ian Cowie explains why it could be time to bag a British bargain
  • Out of office - Investment company managers discuss the future of commercial property
  • Clicks and mortar - Managers discuss the future of online retail and their warehouse holdings
  • VCTs' silver anniversary A toast to VCTs after 25 years of supporting budding UK businesses

 Compass back issues

+ September 2020

Compass turns American-as-apple-pie, managers talk Trump versus Biden and Ian Cowie gets his passport stamped.

+ July 2020

We explore life after lockdown, investment company managers discuss their outlook for the major world regions, and Ian Cowie takes us on a tour of his portfolio.

+ June 2020

We’re looking further afield for income, Ian Cowie shares silver linings from his portfolio and the investment companies helping to overcome coronavirus.

+ May 2020

We find out what managers and Ian Cowie think about emerging markets and their income options. We also tuck into lockdown eating options with supermarkets and takeaways.

+ April 2020

Bear market survival tips from Capital Gearing manager Peter Spiller and Ian Cowie. How are investment companies investing to beat COVID-19 and can the dividend heroes rescue income seekers?

+ March 2020

We're looking at the impact of coronavirus (who isn't!), the long-term benefits of smaller companies and investment company ISA choices for all the family.​

+ February 2020

We’re feeling fashionable as we discover manager Nick Train's passion for Burberry. Ian Cowie discusses the impact of the coronavirus on Asia and VCTs explain the benefits of backing Britain.

+ January 2020

After a roaring end to 2019, we look at the decade’s best performing sectors and Ian Cowie celebrates some remarkable returns from UK investment companies.

+ December 2019

We reveal the results of our fund manager poll, find out which sectors topped the tree in 2019 and discover if Ian Cowie's feeling merry after his year in the markets.

 

+ November 2019

With the election underway, we’re turning our attention to healthcare, looking for property opportunities and learning lessons from the Woodford saga

+ October 2019

Managers in the Flexible Investment sector are steering through troubled waters, Ian Cowie goes global and European managers highlight opportunities.

+ September 2019

With the Rugby World Cup about to kick off, we take a trip to the Land of the Rising Sun and lift the lid on investing in unquoted companies.

+ July 2019

Who are the longest-serving managers? What are the benefits and risks of infrastructure? And Ian Cowie tells us how he picks his portfolio.

+ June 2019

Following the Woodford news, we’re looking at the benefits of the investment company structure and embracing climate-conscious investment.

+ May 2019

Our revolutionary sector overhaul takes centre stage this month and Ian Cowie has been busy buying on the dips.

+ April 2019

India, ESG and income take centre stage in our April edition of Compass.​

+ March 2019

Unloved UK equities - are you brave enough?

+ February 2019

VCTs discuss the effect of Brexit.​

+ January 2019

Biotech and healthcare: just what the doctor ordered?​

+ December 2018

Looking ahead to 2019.

+ November 2018

Property and preserving capital.

+ October 2018
How investment company boards add value for investors.

 

+ September 2018

What’s next for technology?

+ July 2018

A focus on the UK.

+ 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

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Martin Currie Global Portfolio Trust – US election 2020: analysing the outcomes

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Alliance Trust - From the Manager’s Desk: An introduction to our investment strategy

In a short video Craig Baker, Global Chief Investment Officer at Willis Towers Watson,  takes you through the thinking behind Alliance Trust’s investment strategy and how this benefits investors.

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