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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.
 

+ April 2018

We look at the prospects for Russia and Emerging Europe.

  • Recovering from a lost decade - Chris Colunga, BlackRock Emerging Europe
  • A new tax year - Ian Cowie explains how investors can spring clean their portfolios.
  • Dividend Heroes - The investment companies that have raised their dividend for 20 consecutive years and those that are almost there
  • Longest holdings - Which investment company has owned HSBC for over 120 years?

 Compass back issues

+ 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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Finsbury Growth & Income manager update

Nick Train, portfolio manager of Finsbury Growth & Income, discusses why high-quality consumer brands and technological change are key themes in his portfolio.

VinaCapital Vietnam Opportunity Fund

Andy Ho, manager of VinaCapital Vietnam Opportunity Fund, explains what makes Vietnam a compelling opportunity and outlines his investment approach.

150 years of innovation: panel discussion with the three first investment companies

Paul Niven, Foreign & Colonial, Ben Ritchie, Dunedin Income Growth and James Dow, Scottish American, discuss why their companies are still relevant today.Paul Niven, Foreign & Colonial, Ben Ritchie, Dunedin Income Growth and James Dow, Scottish American, discuss why their companies are st

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