Compass: The AIC’s monthly newsletter
This month, Compass gets in the festive mood. Ian Cowie piles on the pounds with 2023’s winners and our fund managers look at what’s in store for 2024.
Latest articles, press releases and videos
Bigging up Japan
David Prosser considers whether UK investors could benefit from more exposure to the world’s third largest economy.
Alliance Trust: How will a recession impact equities?
As fears that high interest rates may persist, we examine how a potential recession could affect equities with Ben Whitmore and C.T. Fitzpatrick in the latest ‘big question’ interview.
AIC responds to HMRC’s consultation on stamp taxes on shares
The AIC has issued the following comment.
How much more pain is there to come?
Investment company managers on interest rates, inflation and bond markets.
Putting their money where their mouth is
Directors’ personal stakes in investment companies show their interests are aligned with shareholders, argues David Prosser.
What's the outlook for private equity over the medium to long term?
Helen Steers from Pantheon International, Richard Pindar from Literacy Capital, and Colm Walsh from ICG Enterprise give their views on the outlook for the sector.
Demystifying private equity (full video)
Private equity managers discuss the challenges and opportunities for the sector: Helen Steers, Pantheon International, Richard Pindar, Literacy Capital and Colm Walsh, ICG Enterprise.
What is your ESG strategy? How are your investee companies helping with the issues?
Managers from ICG Enterprise, Pantheon International and Literacy explain their ESG strategy and how their investee companies are helping to contribute to social and environmental issues.
What’s your view on the discount/premium on your trust. Could it represent a buying opportunity?
Managers from Pantheon International, Literacy Capital, and ICG Enterprise explain why their trust could be a buying opportunity.
Private equity managers respond to the recent criticisms of the sector
Private equity managers from ICG Enterprise, Literacy Capital and Pantheon International answer questions on the valuation of portfolio companies, high fees, and the buyback of shares.
How are private equity portfolio companies faring in the current challenging economic conditions?
The AIC spoke to private equity managers from Pantheon International, Literacy Capital and ICG Enterprise to hear their views on the challenging economic environment.
Go woke, not broke
Greater diversity on investment company boards is good for shareholders, writes David Prosser.
Thematic research
Third-party thematic research on investment companies can be found below.
QuotedData’s weekly news update 8th December
QD view – your vote will count in Arb fight
Temple Bar Investment Trust Plc - Transaction in Own Shares
08/12/2023 - 17:50
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
