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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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?

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VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

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Buyback bonanza

Cherry Reynard analyses the buyback boom.

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Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

The Resilient Investor: Foresight Solar and the infrastructure renewables sector

Hear Ross Driver of Foresight Solar Fund and David Stevenson on infrastructure renewables' prospects, challenges, and current discounts.

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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Bluefield sells half of solar portfolio to GLIL Infrastructure

Bluefield Solar Income completes second phase of partnership with group of UK pension funds, giving it cash to reduce its overdraft and invest in a construction pipeline.
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Scottish Oriental makes it easier for Sentier Investors to earn 10% performance fee

The board lowers the hurdle rate against the MSCI AC Asia ex-Japan Small Cap index from 10% to 2% to incentivise First Sentier Investors manager Vinay Agarwal to outperform.
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Hammerson makes £1.5bn ‘transformational’ sale

Hammerson has sold its retail outlets business Value Retail for £1.5bn, generating cash proceeds of £600m. The disposal of the stake in Value Retail, which holds nine outlet centres across the world including Bicester Village, was at a price that represented an exit cash yield of 3.4% and crystallised a 10-year IRR of 13%. It was, […]
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Riverstone Credit in talks to extend Harland & Wolff loan facility

Struggling shipbuilder in talks with Riverstone Credit Opportunities Income to extend a $115m debt facility charging 14% interest after the government refuses to act as guarantor.
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Riverstone Credit plunges on Harland & Wolff write-down

Debt fund cuts value of its £200m loan by 20% and reassesses the quarterly dividend as the UK government says it won't act as guarantor for the struggling shipbuilder.

Baillie Gifford China Growth

22 July 2024

Economic transition driving growth opportunities.

Vietnam Enterprise Investments

19 July 2024

VEIL looks set to benefit from a strong earnings recovery in Vietnam this year.

CT UK High Income

19 July 2024

CHI offers a unique strategy that could complement a traditional UK equity income portfolio.

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

Transaction in Own Shares

22/07/2024 - 19:10

Bellevue Healthcare Trust PLC

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Transaction in Own Shares

22/07/2024 - 19:00

Bankers Investment Trust PLC

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Issue of Equity

22/07/2024 - 19:00

Henderson Far East Income Limited

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Transaction in Own Shares

22/07/2024 - 18:50

Smithson Investment Trust PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

22/07/2024 - 17:50

BlackRock Sustainable American Income

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Glossary

Familiarise yourself with industry terminology.

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