Compass: The AIC’s monthly newsletter

This month in Compass, join us as we mull over Trump and the Budget, catch up with Showcase sessions you missed, and spice up your life with some higher-risk trust picks.

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The highest yielding equity investment trusts

The AIC has published a list of the 48 investment trusts that invest in equities and yield at least 4%.

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Meet the manager: Helen Steers

Lead Manager of Pantheon International.

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Investment Trust Outlook | Real Estate

Dive into the world of real estate investment trusts (REITs) with Mark Colegate in this investment outlook, joined by experts from Schroders. Share insights on their stra...

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The top 20 most viewed investment trusts

The AIC has published a list of the 20 most viewed investment trusts on its website during 2023.

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Venturing into Vietnam

Cherry Reynard asks if Vietnam could be a sweet spot for investors in 2024.

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An ill wind…

Ian Cowie searches for this year’s winners

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Investment taxes loom large

David Prosser looks at how to make the most of tax-free savings allowances.

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Investment company 2023 review (updated)

Mergers, buybacks, liquidations and manager changes dominate corporate activity. Nine investment companies change managers. Discounts hit post-2008 nadir in October.

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“Under-owned, underestimated and undervalued”: but could 2024 be the year emerging markets come good?

Investment company managers on upcoming elections and opportunities in 2024.

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Are you ready for VCT season?

David Prosser explores how VCTs can provide a tax-efficient option for investors.

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On the income hunt once more

David Prosser explores how investment companies can offer income opportunities as inflation falls

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Change in the air

David Prosser asks whether the headwinds facing investment companies are about to turn into tailwinds.

Thematic research

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

Slow burn

1 November 2024

Falling rates have boosted private equity managers’ share prices, but what of PE funds?

Are the clouds clearing for emerging markets?

18 October 2024

Emerging markets may be poised for a turnaround. 

Going, going, gold!

9 October 2024

We ask if gold can continue to rise from all-time highs.

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Urban Logistics: Next year we’ll be talking about dividend growth

The £771m investor in last-mile distribution centres has driven earnings growth with acquisitions and believes UK Reits have bottomed out with private equity bidders active.
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This big Asia trust to be is on the right track whatever Trump does

An £800m merger to combine two Asia investment trusts opens an opportunity for those willing to bet on a China recovery despite the re-election of Donald Trump in the US.
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Will 2025 be the start of an infrastructure revolution?

The UK needs financing on an unprecedented scale to transform our economy. Not only do we need to replace aging buildings and networks, but we also need to upgrade and enhance our energy network and find ways of tackling the effects of climate change. The scale of the challenge should not be underestimated. As Vanessa […]
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QuotedData’s weekly news show 8th November 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, Matthew Read covered the week’s top stories: JPMorgan Global Core Real Assets (01:57) Weiss Korea Opportunity (05:38) Atrato Onsite Energy (08:59) HH2E administration – HydrogenOne Capital Growth and Foresight Environmental Infrastructure (10:31) Supermarket Income REIT (12:25) This week’s interview was with […]
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Scottish Mortgage cuts Nvidia on concerns of ‘skyrocketing’ AI costs

Update: Baillie Gifford fund manager Tom Slater discusses AI investments and Donald Trump after half-year results show a mere 1.9% gain in the global growth portfolio.

HgCapital Trust

7 November 2024

Steady earnings growth, stable market multiples.

BH Macro USD

7 November 2024

Listed hedge funds: teach-in on BH Macro.

BH Macro

7 November 2024

Listed hedge funds: teach-in on BH Macro.

Pacific Assets

6 November 2024

PAC offers risk-managed exposure to Asia’s exciting growth opportunities.

Greencoat UK Wind

6 November 2024

UKW in a good position to continue to deliver attractive returns.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

08/11/2024 - 18:20

BlackRock Throgmorton Trust

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Balanced Commercial Property Trust

08/11/2024 - 19:00

FTSE Russell

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Transactions in a Closed Period

08/11/2024 - 19:00

Polar Capital Technology Trust PLC

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Holding(s) in Company

08/11/2024 - 19:00

Allianz Technology Trust PLC

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Replacement for 6018L - Transaction in Own Shares

08/11/2024 - 19:00

JPMorgan Indian Invest Trust PLC

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Glossary

What does that word mean? Find your way around investment trust jargon.

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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.