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.
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.
- Foreword by Annabel Brodie-Smith: Annabel dives into discount buying opportunities.
- Top trusts on double discounts: The 20 best-performing trusts on a double-digit discount.
- Building up: Fund managers explore prospects for property.
- Revisiting renewables: Renewables could be worth a second look, writes Cherry Reynard.
- “I’m still standing”: Ian Cowie on the art of when to sell.
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.
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.
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.