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
November 2025
This month in Compass, our managers celebrate the renaissance of Japan and Ian Cowie goes fishing for minnows.
- Foreword by Annabel Brodie-Smith: From the Eternal City to the darts.
- Will the good times continue?: Managers explain why they are optimistic about Japan.
- Time to party: Ian Cowie discusses how small companies can big returns.
- The name’s Bond: From tokenisation to blockchain, managers explain their strategies.
Back issues
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.
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.