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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Meet the manager: Joe Bauernfreund

Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.

Middlefield's Dean Orrico discusses the dividends landscape in North America

Listen in, as Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income.

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Which government was best for UK investment trusts?

The Association of Investment Companies (AIC) has released data on the performance of UK-focused investment trusts in each parliament since 1987.

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The DIY British ISA?

There’s no need to wait for a British ISA to invest in UK companies, writes David Prosser.

Biotechnology & Healthcare: what are the challenges of investing in the sector?

Annabel Brodie-Smith asks managers about the challenges of investing in the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: where are you finding opportunities?

A panel of Biotechnology & Healthcare managers discuss where they are currently finding opportunities.

Biotechnology & Healthcare: is the sector due a comeback?

Annabel Brodie-Smith, Brett Darke, Marek Poszepczynski and Geoff Hsu discuss whether Biotechnology & Healthcare is due a comeback.

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The big buyback

David Prosser explores the role of share buybacks in narrowing investment trust discounts.

Biotechnology & Healthcare: will the results of the US election make a difference for the sector?

Brett Darke, Marek Poszepczynski and Geoff Hsu on whether the results of the next US election will impact the Biotechnology & Healthcare sector.

Biotechnology & Healthcare: a sector on the mend?

Featuring comments from managers of Bellevue Healthcare Trust, International Biotechnology Trust and The Biotech Growth Trust.

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Eight investment trusts join the next generation of dividend heroes

33 investment trusts have raised dividends for 10 to 19 consecutive years.

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Biotechnology & Healthcare: a sector on the mend?

What’s the prognosis for biotech and healthcare companies? How will the US election impact the sector, and could we see a recovery later this year?

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 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.
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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.

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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