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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Big in Japan

But can the stock market rally be sustained?

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Why size matters during an economic recovery

Now is the time for small caps to shine, says David Prosser.

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Which is better: lump sum or regular investing?

An early bird strategy wins... most of the time.

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REITs poised to bounce when rate cut is announced

After a torrid couple of years, there are signs that appetite for UK REITs is picking up.

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Weight loss wonder drugs

What do fund managers think?

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AIC combines VCT sectors

Eight VCT sectors merged into two.

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Meet the manager: Louis Florentin-Lee

Co-manager of Mid Wynd International Investment Trust.

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Investment trusts find value beyond the magnificent seven

Managers in North America sectors reveal favoured stocks.

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A wealth of research available on investment trusts – shame about the regulation

David Prosser examines the various information resources for trust investors.

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General election: AIC comments on priorities for the next government

Incoming government must mobilise private capital and reinvigorate capital markets.

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General election: “fixing cost disclosure regulation must be an urgent priority”

The AIC is urging the next government to prioritise resolving the issues with investment company cost disclosure.

Why now for investment trusts?

Christian Pittard of abrdn gives his perspective on opportunities within investment trusts in a discussion with Annabel Brodie-Smith of The AIC.

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

Transaction in Own Shares

21/06/2024 - 19:20

Smithson Investment Trust PLC

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Issue of Equity

21/06/2024 - 19:20

Ashoka India Equity Investment Tst

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

21/06/2024 - 18:20

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Portfolio Update

21/06/2024 - 18:10

BlackRock Smaller Companies

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Transaction in Own Shares

21/06/2024 - 19:00

Bankers Investment Trust PLC

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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.