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.

Latest articles, press releases and videos

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AIC calls on Treasury to include VCTs in cost disclosure exemption

Draft legislation to exclude investment companies from the requirement to produce Key Information Documents does not apply to VCTs, the AIC has learned.

Investment Company Showcase: Annabel Brodie-Smith on why you should come to the Showcase

Annabel Brodie-Smith explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

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Meet the Manager: Tom Williams

Investment Manager of Downing Renewables and Infrastructure Trust (DORE).

Investment Company Showcase: Richard Stone on why you should come to the Showcase

Richard Stone explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

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Meet the manager: David Moss

Portfolio Manager of CT UK High Income Trust.

Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust

Ian Lance interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Ian's presentation at the Investment Company Showcase 2024 on 11 October 2024.

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ESG is more than just a fad

David Prosser on why it is too late to stop the shift to sustainable investments.

Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company

Jasmine Yeo interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.

Investment Company Showcase 2024: Craig Baker, Manager of Alliance Trust and CIO of WTW

Craig Baker interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.

Investment Company Showcase: Testimonial from private investor

Sue Lyons, private investor, gives an insight into the Investment Company Showcase, why she attended the event and how other investors can benefit from attending.

Trump part two – or the first female President? What the US election means for investors

Trump part two – or the first female President? What the US election means for investors.

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Clean energy offers triple whammy for patient investors

Ian Cowie explains the factors powering up returns in the renewable energy sector.

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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PRS Reit replaces ‘poison pill’ contract to attract bidders

The property investor and Sigma can now terminate the management agreement on 12 months’ notice, making the trust more attractive to prospective buyers.
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James Carthew: The winners of Trump's regulation bonfire

Trusts that will leap on Donald Trump's looser financial regulations and an environment of higher for longer interest rates.
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James Carthew: The winners of Trump’s regulation bonfire

Trusts that will leap on Donald Trump’s looser financial regulations and an environment of higher-for-longer interest rates.
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Gresham House Energy Storage: Revenues will recover above last year

Improving markets and government support for battery storage put energy trading fund on track to generate more revenues than last year after recovering from first quarter slump.
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Gresham House Energy Storage confident portfolio revenues will rise in 2024

Gresham House Energy Storage (GRID) has issued a trading update which says that its manager is confident that operational portfolio revenues will rise in 2024 compared with 2023. There has been an improving trend since the low in the first quarter of 2024, both as portfolio capacity grows and as revenue per MW rates recover. […]

CQS New City High Yield

8 November 2024

QuotedData's Weekly News Show - Ian 'Franco' Francis from CQS New City High Yield.

BH Macro USD

7 November 2024

Listed hedge funds: teach-in on BH Macro.

HgCapital Trust

7 November 2024

Steady earnings growth, stable market multiples.

BH Macro

7 November 2024

Listed hedge funds: teach-in on BH Macro.

Greencoat UK Wind

6 November 2024

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

Issue of Equity

11/11/2024 - 19:30

Ashoka India Equity Investment Tst

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

11/11/2024 - 18:20

BlackRock Throgmorton Trust

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Transaction in Own Shares

11/11/2024 - 19:00

JPMorgan Emerging Mkts Invest Trust

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Transaction in Own Shares

11/11/2024 - 18:30

VinaCapital Vietnam Opportunity Fd.

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

11/11/2024 - 17:30

BlackRock Sustainable American Income

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Glossary

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

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