Stay up to date with all things investment trusts by signing up for our monthly newsletter, Compass. Manager views, investment opportunities, expert opinions and more.
Latest issue
April 2025
This month in Compass, we’re hunting for this year’s dividend heroes and consistent high yielders. Ian Cowie delves into Trump’s tariffs and we explore the trusts holding defence.
- Foreword by Annabel Brodie-Smith: Annabel is overdosing on hot cross buns
- Tariff tantrums: Ian Cowie examines the impact of Trump's tariffs on investment trusts
- Defence drive: The trusts set to benefit from increased defence spending
- Dividend heroes: Which trusts have increased their dividends for over 20 years?
- High yielding trusts: The trusts yielding 5%+ with no dividend cuts in ten years
Back issues
May 2022
This month in Compass, we’re gathering pearls of wisdom from some of our longest-serving managers, while Ian Cowie reflects on the pandemic.
April 2022
This month in Compass we’re gathering pearls of wisdom from some of our longest-serving managers, while Ian Cowie reflects on the pandemic.
March 2022
With the human tragedy unfolding in Ukraine, in this month’s Compass Ian Cowie helps us understand what it all means for our investments and managers make sense of rising inflation.
February 2022
This month, Compass celebrates the Platinum Jubilee, Ian Cowie considers buying British and VCT managers reveal how they are helping the economy rebuild post-Covid.
January 2022
With rising prices here to stay, this month Compass looks at how investment companies can help. Meanwhile, Ian Cowie takes stock of last year’s successes and failures.
December 2021
Compass keeps smiling as we all head home a bit earlier than expected. But investors have plenty to celebrate.
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
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.