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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Who wants to be an ISA millionaire?

Ian Cowie dives into the investment trusts that would have made you over £1,000,000.

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Is biotech back?

David Prosser asks whether the drug discovery sector might be on the road to recovery.

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Double-digit investment trust discounts can mean higher returns over following five years

Investing when the average investment trust discount is more than 10% may lead to significantly better returns over the subsequent five years, according to new research from the AIC.

Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor

David Stevenson & Annabel Brodie-Smith explore investment trusts in ISAs. Learn their importance, cut through jargon, and why patience matters in investing.

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Putting our trust in investment trusts

Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.

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Private investor sentiment towards investment trusts improves

Private investors who use investment trusts are more positive about them than they were a year ago, according to an annual survey conducted by Research in Finance.

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Looking for recovery

David Prosser examines whether the tide could be turning for investment trusts.

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Which investment trusts hold Nvidia?

Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.

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VCTs: deployment slows in challenging environment (updated)

See manager views on deal pipeline and significant investments in 2023.

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Adviser purchases of investment trusts down 28% in 2023

Purchases of investment trusts on adviser platforms fell from 2022’s record high.

Alliance Trust's Craig Baker on navigating today's global equity markets

David Stevenson & Craig Baker explore Alliance Trust's strategy on The Resilient Investor, covering their multi-manager approach, stock selection, and balance for long-term success.

Asset Value Investors' Joe Bauernfreund's insights on value investing and navigating the investment trust landscape

David Stevenson & Sam Ridley explore value investing with Joe Bauernfreund on The Resilient Investor, delving into investment trusts and strategies for new investors.

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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