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

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.

  • Opening time? - UK managers comment on the hospitality and leisure industry post-lockdown
  • Warehouses versus offices - As the UK unlocks will commercial property stage a recovery?
  • Cleaner, greener tomorrow - Ian Cowie dives into the Renewable Energy Infrastructure sector
  • On their toes Kyle Caldwell explains the importance of investment company continuation votes

Back issues

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.

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.