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

January 2020

After a roaring end to 2019, we look at the decade’s best performing sectors and Ian Cowie celebrates some remarkable returns from UK investment companies.

December 2019

We reveal the results of our fund manager poll, find out which sectors topped the tree in 2019 and discover if Ian Cowie's feeling merry after his year in the markets.

November 2019

With the election underway, we’re turning our attention to healthcare, looking for property opportunities and learning lessons from the Woodford saga.

October 2019

Managers in the Flexible Investment sector are steering through troubled waters, Ian Cowie goes global and European managers highlight opportunities.

September 2019

With the Rugby World Cup about to kick off, we take a trip to the Land of the Rising Sun and lift the lid on investing in unquoted companies.

July 2019

Who are the longest-serving managers? What are the benefits and risks of infrastructure? And Ian Cowie tells us how he picks his portfolio.

June 2019

Following the Woodford news, we’re looking at the benefits of the investment company structure and embracing climate-conscious investment.

May 2019

Our revolutionary sector overhaul takes centre stage this month and Ian Cowie has been busy buying on the dips.

April 2019

India, ESG and income take centre stage in our April edition of Compass.​