Compass: The AIC’s monthly newsletter

This month in Compass, we examine the case for a rebound in REITs, weight loss wonder drugs, and why Ian Cowie is so enthusiastic about Europe.

Latest articles, press releases and videos

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Investment Trust Update | June 2024

Join Mark Colgate for the latest updates on investment trusts, including developments at Home REIT, Baillie Gifford UK Growth, and recent fund manager changes.

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Investment trusts show their true colours

David Prosser compares the performance of investment trusts with their open-ended counterparts.

Richard Stone: uncovering opportunities with investment trusts

Investing Matters podcast, episode 68.

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General election: VCTs call for reforms to encourage investment in high growth businesses

Reforms needed to help bridge the funding gap and ensure greater opportunities for startups in regions outside London and the South East.

Big in Japan: can this rally be sustained or is it running out of steam?

Richard Aston, Masaki Taketsume and Paul ffolkes Davis on whether the Japanese stock market rally can be sustained.

Big in Japan: where are you currently finding opportunities?

A panel of Japan and Japanese Smaller Companies managers discuss where they are currently finding opportunities.

Big in Japan: what are the drivers behind the rally in the stock market over the past 12 months?

Annabel Brodie-Smith asks managers what the drivers are behind the rally in the Japanese stock market over the past year.

Big in Japan: what do you enjoy the most about investing in Japan?

Managers from CC Japan Income & Growth Trust, Schroder Japan Trust and Nippon Active Value Fund reveal what they enjoy most about investing in Japan.

Big in Japan: can the stock market rally be sustained?

Featuring comments from Richard Aston of CC Japan Income & Growth Trust, Masaki Taketsume of Schroder Japan Trust, and Paul ffolkes Davis of Nippon Active Value Fund.

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In praise of the activists

Activist campaigns should be seen as healthy, writes David Prosser.

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Record year for investment trust mergers already

Six mergers between investment trusts completed in 2024, with one in the pipeline.

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Time for Europe

Ian Cowie reveals his European gems.

Thematic research

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

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.

Fast and FTSErious

6 June 2024

With the FTSE 100 reaching record highs, is there still value on offer?

It’s a small world after all

30 May 2024

A recent rally in smaller companies could be the start of a long-term recovery.

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James Carthew: Abrdn New India winning streak looks solid

A higher conviction approach and stricter sell discipline are paying off for Abrdn New India, but can it maintain its momentum?

Strong year for Riverstone Energy but longer-term picture less rosy

Riverstone Energy investment trust has a strong year, but has to row back on poor longer term performance over five- and ten-years.
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Stifel reveals hits – and the one that got away

Stifel’s six turnaround tips at the start of 2024 have done well relative to peers but analysts lament the one that got away.
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JLEN cuts fees and proposes name change as continuation vote looms

Chair Ed Warner proposes a change of name to Foresight Environmental Infrastructure and cuts the management fee as the persistent discount triggers the fund's first continuation vote in September.
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Reaping what you sow

Prompted by a decent set of results this week, I thought I’d take a look at JPMorgan European Discovery Trust (JEDT). This fund, which used to be known as JPMorgan European Smaller Companies, was beset by poor performance for a number of years. Investors shied away from it as a result, and it tended to […]

CVC Income & Growth

21 June 2024

Reaping Interest Rate Rewards

CVC Income & Growth

21 June 2024

Reaping Interest Rate Rewards

Martin Currie Global Portfolio Trust

21 June 2024

MNP's manager, Zehrid Osmani, believes the potential of AI is still being underestimated by the market.

Cordiant Digital Infrastructure

20 June 2024

CORD's unique portfolio offers investors differentiated growth and income potential

Rockwood Strategic

20 June 2024

Results analysis from Kepler Trust Intelligence

BlackRock Throgmorton Trust Plc - Portfolio Update

24/06/2024 - 08:10

BlackRock Throgmorton Trust

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Fund Research Report

24/06/2024 - 08:10

CVC Income & Growth Limited

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Notice of Results, Net Asset Value and Dividend

24/06/2024 - 08:10

Greencoat UK Wind PLC

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Issuance of warrants and extension of CLNs

24/06/2024 - 08:10

SuperSeed Capital Limited

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Dividend Declaration

24/06/2024 - 08:10

Triple Point Energy Transition PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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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.