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

Compass 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.

  • Cherry picking - Ian Cowie highlights three investment themes to prove profitable in 2021.
  • Efficient income - How SDCL Energy Efficiency Income is benefitting from reducing energy wastage.
  • Has value had its time? - Esther Armstrong tackles the age-old debate.

Back issues

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.

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.