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 2021

With COP26 in full swing, this month Compass looks at all things ESG, while Ian Cowie gets his head round the Budget and Faith Glasgow asks if ‘skin in the game’ really matters.

  • E, S or G? : Our research reveals the issues that matter most to investors.
  • Global warning: Managers comment on COP26, climate change and portfolio stars.
  • On the Budget: Ian Cowie mulls over the Chancellor’s latest plans.
  • Eating their own cooking: Faith Glasgow on the pros and cons of fund managers investing in their own funds.

Back issues

October 2021

In a record-breaking month for fundraising, Compass investigates investment companies that offer access to alternative assets. Ian Cowie weighs up the prospects for property, we take a deep dive into direct lending, and Hannah Smith explains how you can invest in music through investment companies.

September 2021

Compass starts a new term with UK managers’ views on this summer’s private equity bids, while Ian Cowie looks at the investment impact of the tragic events of 9/11 and Faith Glasgow investigates the Flexible Investment sector.

July 2021

As the summer of sport continues, what are Japan’s prospects on the eve of the Olympics? Compass explains why the AIC website’s going green and how Ian Cowie got his first investment company ‘ten-bagger’

June 2021

Is inflation “the silent assassin of wealth” approaching? We look at how investment companies can offer your portfolios protection against inflation. Ian Cowie examines whether fortune may favour the brave when it comes to property and Faith Glasgow demystifies dividends.

May 2021

This month in Compass, we look at the prospects for hospitality and leisure as the UK opens up. Will warehouses or offices be post-Covid winners? Ian Cowie goes green with renewables and we discover what continuation votes are.

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.

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.