Compass: The AIC’s monthly newsletter

This month in Compass, join us as we mull over Trump and the Budget, catch up with Showcase sessions you missed, and spice up your life with some higher-risk trust picks.

Latest articles, press releases and videos

Search by topic

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

Ian Sayers gives his view on the platforms conclusion.

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.

My best investment - Michael Morris, Picton Property Income Limited

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

An approach to income investing

The manager shares his strategy for investment in the income sector.

What should investors consider when choosing an investment fund?

Which factors are most important when deciding where to put your money?

Things on the up for closed-ended funds

The message from the sector is a positive one.

Changes are afoot for the investment company sector

How will the industry be more accessible to retail investors?

What potential does the Smaller Companies sector hold?

An article from Neil Hermon, fund manager of Henderson Smaller Companies.

The outlook for the investment company industry by Andrew Bell, recently elected chairman of the AIC

AIC Chairman’s comment on the investment company industry.

Budget or bust?

Aberdeen Asset management host a debate with Andrew Neil, Presenter, and Fraser Nelson, Editor of the Spectator, on what the 2012 Budget means for Britain's future.

Thematic research

Third-party thematic research on investment companies can be found below.

Slow burn

1 November 2024

Falling rates have boosted private equity managers’ share prices, but what of PE funds?

Are the clouds clearing for emerging markets?

18 October 2024

Emerging markets may be poised for a turnaround. 

Going, going, gold!

9 October 2024

We ask if gold can continue to rise from all-time highs.

Citywire logo

Urban Logistics: Next year we’ll be talking about dividend growth

The £771m investor in last-mile distribution centres has driven earnings growth with acquisitions and believes UK Reits have bottomed out with private equity bidders active.
Citywire logo

This big Asia trust to be is on the right track whatever Trump does

An £800m merger to combine two Asia investment trusts opens an opportunity for those willing to bet on a China recovery despite the re-election of Donald Trump in the US.
Quoted data logo

Will 2025 be the start of an infrastructure revolution?

The UK needs financing on an unprecedented scale to transform our economy. Not only do we need to replace aging buildings and networks, but we also need to upgrade and enhance our energy network and find ways of tackling the effects of climate change. The scale of the challenge should not be underestimated. As Vanessa […]
Quoted data logo

QuotedData’s weekly news show 8th November 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, Matthew Read covered the week’s top stories: JPMorgan Global Core Real Assets (01:57) Weiss Korea Opportunity (05:38) Atrato Onsite Energy (08:59) HH2E administration – HydrogenOne Capital Growth and Foresight Environmental Infrastructure (10:31) Supermarket Income REIT (12:25) This week’s interview was with […]
Citywire logo

Scottish Mortgage cuts Nvidia on concerns of ‘skyrocketing’ AI costs

Update: Baillie Gifford fund manager Tom Slater discusses AI investments and Donald Trump after half-year results show a mere 1.9% gain in the global growth portfolio.

BH Macro

7 November 2024

Listed hedge funds: teach-in on BH Macro.

HgCapital Trust

7 November 2024

Steady earnings growth, stable market multiples.

BH Macro USD

7 November 2024

Listed hedge funds: teach-in on BH Macro.

Greencoat UK Wind

6 November 2024

UKW in a good position to continue to deliver attractive returns.

Pacific Assets

6 November 2024

PAC offers risk-managed exposure to Asia’s exciting growth opportunities.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

08/11/2024 - 18:20

BlackRock Throgmorton Trust

Read more

Balanced Commercial Property Trust

08/11/2024 - 19:00

FTSE Russell

Read more

Transactions in a Closed Period

08/11/2024 - 19:00

Polar Capital Technology Trust PLC

Read more

Holding(s) in Company

08/11/2024 - 19:00

Allianz Technology Trust PLC

Read more

Replacement for 6018L - Transaction in Own Shares

08/11/2024 - 19:00

JPMorgan Indian Invest Trust PLC

Read more

Glossary

What does that word mean? Find your way around investment trust jargon.

Research tools

Find and compare investment companies and trusts, or look up a company you're interested in.

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.