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

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.

  • Fresh start - Investment company chairs discuss changing managers
  • Having your say - Ian Cowie on the power of investment company shareholders
  • Delivering dividends - How investment companies continued to pay income in 2020
  • Small vs mighty Faith Glasgow explores whether investment company size matters

Back issues

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.

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.