Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

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Dawn of an Asian century?

Ian Cowie explores prospects in Asia.

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Unlocking liquidity

Ian Sayers examines the dangers of holding illiquid assets in open-ended funds.

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Local knowledge

John Davies takes us on a tour of Seneca Growth Capital VCT.

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Unlocking the value in UK equities in 2020

Alex Wright, Portfolio Manager of Fidelity Special Values, outlines how he plans to navigate the uncertainties ahead and reveals his areas of contrarian conviction for 2020.

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What matters most for China in 2020?

Fidelity China Special Situations’ Dale Nicholls dissects the outlook for Asia’s largest economy over the next 12 months.

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Why caution pays dividends in Europe

Sam Morse, Portfolio Manager of Fidelity European Values, gives his outlook for the region in 2020.

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Rule Britannia

Ian Cowie explains why the sun is shining on UK investment companies.

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Delivering diversification

Seneca Global Income & Growth explains why they look beyond bonds and equities to specialist investment companies.

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It’s what’s inside that counts

David Prosser explains how to approach what you put into you Individual Savings Account (ISA).

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A different view of Asia

As a small-cap investor, Fidelity Asian Values’ Nitin Bajaj reviews a challenging period and outlines some of the unloved areas that he is backing to bounce back in 2020.

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Naughty or nice?

Ian Cowie reviews how his portfolio behaved in 2019.

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The best financial gifts for Christmas

David Prosser examines potential financial offerings for your children this festive season.

Thematic research

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

Keep It Slightly-unconventional, Stupid

22 May 2024

We argue a position in bonds should be diversified with alternatives.

Why'd you have to go and make things so complicated?

15 May 2024

European growth may be more complicated, and positive, than we suspected.

REITs: Looking at UK office investments

15 May 2024

In this Hardman Talks, Mike Foster joins Larissa Adams to discuss office investments in the real estate sector.

Citywire logo

Big Broadcast: Middlefield – Warren Buffett is buying Canada, shouldn’t you?

Middlefield Canadian Income fund managers Dean Orrico and Rob Lauzon describe how Canada offers plenty of large, good value income stocks that are growing their dividends.
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AIC fears general election will delay cost disclosure reforms

The Association of Investment Companies says the delay is ‘frustrating’, while pensions minister Baroness Altmann confirms all new reforms will have to start from scratch.
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QD view – Signals turn green for real estate

Real estate is a cyclical market where timing is everything, and signals are starting to flash that the sector is primed to stage a recovery. Market data, company activity and macroeconomic events appear to be aligning to suggest that now is the time to invest in real estate. After months in the doldrums as values […]
Citywire logo

Peter Spiller: Infrastructure offers ‘fantastic returns’ and trusts are a big bargain

With the outlook for US equities and bonds generally poor, Capital Gearing fund manager says depressed investment company share prices provide the best scope for gains.
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Capital Gearing drops Juniper over discount control blunder

Annual report shows second year of sub-inflation returns from fund run by Peter Spiller, with its performance hampered by the temporary suspension of share buybacks.

Bankers

24 May 2024

Greater investment flexibility may boost returns.

NB Private Equity Partners

23 May 2024

Wider operating company EBITDA margins in 2023.

City of London Investment Trust

23 May 2024

Deciphering UK Equity Income: insights from City of London investment trust manager.

City of London Investment Trust

23 May 2024

Unlocking the investment potential of the UK.

Worldwide Healthcare Trust

23 May 2024

Innovation, innovation, innovation’ say the managers.

Aberforth Split Level Income Trust Plc - (Reissue - Amendment to US Disclaimer) Update on planned reconstruction and voluntary winding-up of the Company and further dividend

24/05/2024 - 18:50

Aberforth Split Level Income

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Transaction in Own Shares

24/05/2024 - 19:20

Greencoat Renewables PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

24/05/2024 - 18:00

BlackRock Sustainable American Income

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Transaction in Own Shares

24/05/2024 - 19:00

Baronsmead Venture Trust PLC

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Transaction in Own Shares

24/05/2024 - 18:50

Baronsmead Second Venture 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.