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

Jackie Lockie blog: Hit the road, Jack!

A look at what’s next for the AIC’s adviser training.

My best investment - Urs Wietlisbach, Manager, Princess Private Equity

‘We focus on market-leading global small/mid cap private companies where we see further potential to grow the business’.

Flexibility the key in a challenging private equity market

Private equity isn’t what it used to be.

The outlook for Private Equity

Pantheon International Participations take a global approach to investing, selecting high quality managers to build a portfolio diversified by geography, age and style.

The outlook for the UK Growth sector

Opportunities for growth investors in UK small and mid-cap stocks.

Why did we invest?

Spotting a company that can harness a long term structural market shift is a potent force for value creation.

My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

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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QuotedData’s weekly news show 19th 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: Invesco Perpetual UK Smaller Companies (0:43) Gore Street Energy Storage (3:37) This week’s interview was with Chris Clothier from Capital Gearing – watch it again here.
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Time to inject some healthcare into your portfolio?

The healthcare and biotechnology sector has some natural tailwinds: ageing populations, rising emerging market wealth, innovation and rising healthcare utilisation. However, while pharmaceutical companies have been stable, biotechnology has been hit by poor sentiment and rising interest rates. Nevertheless, there are signs of recovery. The sector is diverse. Funds such as Polar Capital Global Healthcare […]
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Laura Foll: My four new UK recovery stocks I think will defy sceptics

Janus Henderson fund manager reveals the stocks she believes can mount rebound to rival those of Marks & Spencer and Rolls-Royce.
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QuotedData’s morning briefing 19 July 2024 – IPU, SGRO, RGL, NRR

In QuotedData’s morning briefing 19 July 2024: Following an announcement on 22 May 2024 that it intended to offer its shareholders an “elective return of capital” for up to 10% of its issued share capital, Invesco Perpetual UK Smaller Companies (IPU) has now published a circular in relation to the provision of an elective Special […]
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Balanced Commercial moves closer to an exit with two office sales

Columbia Threadneedle’s last remaining real estate investment trust sells two offices for £41.6m, strengthening its balance sheet for either a sale or a managed wind-down.

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

abrdn Equity Income Trust

17 July 2024

AEI offers investors an attractive yield and growing dividend.

Baker Steel Resources

17 July 2024

Interim revaluations bring H124 NAV TR to c 5%.

Caledonia

16 July 2024

Time, well invested.

Grindrod finalises selective capital reduction

19/07/2024 - 13:00

Taylor Maritime Investments Limited

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Temple Bar Investment Trust Plc - Compliance with Market Abuse Regulation

19/07/2024 - 11:20

Temple Bar Investment Trust

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

Vietnam Enterprise Investments Ltd

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

CT UK High Income Trust PLC

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Kepler Trust Intelligence: New Research

19/07/2024 - 12:20

abrdn Equity Income Trust plc

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Glossary

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