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

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.

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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?

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.

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QuotedData’s weekly news show 19th July 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew covered the week’s top stories: Invesco Perpetual UK Smaller Companies (0:43) Gore Street Energy Storage (3:37) This week’s interview was with Chris Clothier from Capital Gearing – watch it again here.
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Time to inject some healthcare into your portfolio?

The healthcare and biotechnology sector has some natural tailwinds: ageing populations, rising emerging market wealth, innovation and rising healthcare utilisation. However, while pharmaceutical companies have been stable, biotechnology has been hit by poor sentiment and rising interest rates. Nevertheless, there are signs of recovery. The sector is diverse. Funds such as Polar Capital Global Healthcare […]
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Laura Foll: My four new UK recovery stocks I think will defy sceptics

Janus Henderson fund manager reveals the stocks she believes can mount rebound to rival those of Marks & Spencer and Rolls-Royce.
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QuotedData’s morning briefing 19 July 2024 – IPU, SGRO, RGL, NRR

In QuotedData’s morning briefing 19 July 2024: Following an announcement on 22 May 2024 that it intended to offer its shareholders an “elective return of capital” for up to 10% of its issued share capital, Invesco Perpetual UK Smaller Companies (IPU) has now published a circular in relation to the provision of an elective Special […]
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Balanced Commercial moves closer to an exit with two office sales

Columbia Threadneedle’s last remaining real estate investment trust sells two offices for £41.6m, strengthening its balance sheet for either a sale or a managed wind-down.

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

abrdn Equity Income Trust

17 July 2024

AEI offers investors an attractive yield and growing dividend.

Baker Steel Resources

17 July 2024

Interim revaluations bring H124 NAV TR to c 5%.

Caledonia

16 July 2024

Time, well invested.

Grindrod finalises selective capital reduction

19/07/2024 - 13:00

Taylor Maritime Investments Limited

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Temple Bar Investment Trust Plc - Compliance with Market Abuse Regulation

19/07/2024 - 11:20

Temple Bar Investment Trust

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

Vietnam Enterprise Investments Ltd

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

CT UK High Income Trust PLC

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

abrdn Equity Income Trust plc

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Glossary

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