Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie looks for opportunities under Labour, managers discuss the Japanese rally and Faith Glasgow delves into the Alliance Witan merger.

Latest articles, press releases and videos

Image

AIC updates and refreshes online educational programme

More than 200 people have now completed the Investment Company Accreditation.

Image

AIC welcomes government’s landmark pensions review

Investment companies can be part of the solution.

Image

So who’s right?

David Prosser asks what it means when one manager buys a stock while another sells.

Image

Investment companies can be a key enabler of growth

AIC welcomes focus on growth, investment and wealth creation in King’s Speech.

Image

Meet the manager: Ian Lance

Manager of Temple Bar Investment Trust.

Asset TV Image

Investment Trust Edge | July 2024

We are joined by Paul Hookway, Senior Fund Analyst at Kleinwort Hambros and Matthew Strachan, CIO at Thorntons Investments to discuss the Alliance Trust and Witan merger,...

Image

Which sectors and trusts could benefit from lower rates?

Infrastructure, renewable energy and property offer most scope for gains.

Image

Parents dig deep to support kids through university

And now the Bank of Grandma and Grandad is chipping in too.

Image

Merger mania

Faith Glasgow explains the benefits of the Alliance Witan mega-merger

Image

Power up your portfolio

Ian Cowie examines which investments might benefit from Labour’s policies

Image

AIC responds to new UK listing rules

The Association of Investment Companies (AIC) has commented on the FCA’s new UK Listing Rules published today.

Image

Investment trusts fight back

Is the tide turning for investment trusts? David Prosser thinks so.

Thematic research

Third-party thematic research on investment companies can be found below.

Things can only get better

10 July 2024

Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year.

Private equity: Stick or twist?

25 June 2024

Avoiding the ‘pig in the python’.

Emerging markets – Worthy of consideration

10 June 2024

In this report Edison provide an overview of emerging markets and suggest why they warrant an allocation within a global portfolio.

Citywire logo

Bluefield sells half of solar portfolio to GLIL Infrastructure

Bluefield Solar Income completes second phase of partnership with group of UK pension funds, giving it cash to reduce its overdraft and invest in a construction pipeline.
Citywire logo

Scottish Oriental makes it easier for Sentier Investors to earn 10% performance fee

The board lowers the hurdle rate against the MSCI AC Asia ex-Japan Small Cap index from 10% to 2% to incentivise First Sentier Investors manager Vinay Agarwal to outperform.
Quoted data logo

Hammerson makes £1.5bn ‘transformational’ sale

Hammerson has sold its retail outlets business Value Retail for £1.5bn, generating cash proceeds of £600m. The disposal of the stake in Value Retail, which holds nine outlet centres across the world including Bicester Village, was at a price that represented an exit cash yield of 3.4% and crystallised a 10-year IRR of 13%. It was, […]
Citywire logo

Riverstone Credit plunges on Harland & Wolff write-down

Debt fund cuts value of its £200m loan by 20% and reassesses the quarterly dividend as the UK government says it won't act as guarantor for the struggling shipbuilder.
Citywire logo

Riverstone Credit in talks to extend Harland & Wolff loan facility

Struggling shipbuilder in talks with Riverstone Credit Opportunities Income to extend a $115m debt facility charging 14% interest after the government refuses to act as guarantor.

Baillie Gifford China Growth

22 July 2024

Economic transition driving growth opportunities.

Vietnam Enterprise Investments

19 July 2024

VEIL looks set to benefit from a strong earnings recovery in Vietnam this year.

CT UK High Income

19 July 2024

CHI offers a unique strategy that could complement a traditional UK equity income portfolio.

Invesco Global Equity Income Trust

18 July 2024

IGET's new enhanced dividend policy means strong income and growth potential.

JPMorgan American

17 July 2024

JAM has carefully and successfully navigated the US market over several years

Transaction in Own Shares

22/07/2024 - 19:10

Bellevue Healthcare Trust PLC

Read more

Transaction in Own Shares

22/07/2024 - 19:00

Bankers Investment Trust PLC

Read more

Issue of Equity

22/07/2024 - 19:00

Henderson Far East Income Limited

Read more

Transaction in Own Shares

22/07/2024 - 18:50

Smithson Investment Trust PLC

Read more

BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

22/07/2024 - 17:50

BlackRock Sustainable American Income

Read more

Glossary

Familiarise yourself with industry terminology.

Research tools

Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.

Invest & engage

Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.