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

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Cost disclosure issue

AIC calls on Treasury to announce its decision urgently.

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Jewel in the crown

How Ian Cowie fell in love with Indian trusts.

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Why highly geared trusts are optimistic on UK markets

With the FTSE 100 hitting record highs, investment trusts with higher levels of gearing are well placed to take advantage of a UK stock market recovery.

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The Armchair Trader Podcast: Annabel Brodie-Smith explains the world of investment trusts

Host Stuart Fieldhouse is joined on this podcast episode by Annabel Brodie-Smith. Annabel explains the world of investment trusts for the complete beginner: what are investment trusts and why should you have them in your portfolio?

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Investment trusts on SDR and the anti-greenwashing rule

The AIC has collated comments from investment trusts on how SDR and the anti-greenwashing rule will impact them and the wider industry.

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Time to look close to home?

The UK market shows great promise for investors, says David Prosser.

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Investment trust recommendations for pension savers and retirees

Financial advisers suggest trusts for the accumulation and decumulation stages.

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Go smaller for income

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

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Meet the manager: Simon King

Fund Manager of Octopus Future Generations VCT.

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Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

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Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

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India’s general election

Will more of the same be good for markets?

Thematic research

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

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.

Fast and FTSErious

6 June 2024

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

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Sirius Real Estate raises another £150m to deploy in UK and Germany

The business park investor raises further cash to buy more ‘attractive’ business parks, having tapped investors for £146m only nine months ago.
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Odyssean announces share placing to meet investor demand

The UK smaller companies trust did not say how much it was aiming to raise, but Peel Hunt's Markuz Jaffe estimated it had about £29m remaining in its yearly capacity.
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QuotedData’s weekly news show 12th 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: Chrysalis (0:22) Schroder British Opportunities (0:39) Molten Ventures (0:51) Edinburgh Worldwide (1:05) Odyssean (6:08) Sirius Real Estate (9:25) This week’s interview was with Kenneth MacKenzie from Target Fund Managers – watch it again here.
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QD View – Spotlight on democracy

Around half of the world’s population, some 4 billion people, will have the opportunity to go to the polls for national elections in 2024. For many, it’s the first chance to have a say since the COVID-19 pandemic and comes at a time when disaffection among voters has reached record highs. The consequences of this […]
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Subscale Schroder British Opportunities hints at M&A

The £58m growth capital fund could consider a merger as a way to increase its size, though fund manager Tim Creed refused to say whether this will include a tie-up with stablemate Schroders Capital Global Innovation.

Invesco Bond Income Plus

11 July 2024

Rhys Davies discusses the origins, goals, and strategies of BIPS. Rhys explains how BIPS focuses on generating high income primarily from the high-yield bond market and highlights the advantages of a closed-ended vehicle for this strategy. 

MIGO Opportunities

10 July 2024

MIGO’s managers say there are too many great opportunities to fit them all in the portfolio.

Apax Global Alpha

10 July 2024

CM day: further proof of value added by Apax.

Supermarket Income REIT

10 July 2024

The next stage of growth.

JPMorgan European Growth & Income

10 July 2024

Things can only get better.

Redwheel acquisiton of Ecofin

12/07/2024 - 19:30

Ecofin Global Utilities Inf Tst PLC

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Transaction in Own Shares

12/07/2024 - 19:00

Smithson Investment Trust PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

12/07/2024 - 17:40

BlackRock Sustainable American Income

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Transaction in Own Shares

12/07/2024 - 18:40

Global Smaller Cos. Trust PLC (The)

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BlackRock Income and Growth Investment Trust Plc - Transaction in Own Shares

12/07/2024 - 17:40

BlackRock Income & Growth

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Glossary

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