Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

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Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

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Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

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India’s general election

Will more of the same be good for markets?

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VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

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Buyback bonanza

Cherry Reynard analyses the buyback boom.

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Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

The Resilient Investor: Foresight Solar and the infrastructure renewables sector

Hear Ross Driver of Foresight Solar Fund and David Stevenson on infrastructure renewables' prospects, challenges, and current discounts.

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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.

Thematic research

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

Keep It Slightly-unconventional, Stupid

22 May 2024

We argue a position in bonds should be diversified with alternatives.

Why'd you have to go and make things so complicated?

15 May 2024

European growth may be more complicated, and positive, than we suspected.

REITs: Looking at UK office investments

15 May 2024

In this Hardman Talks, Mike Foster joins Larissa Adams to discuss office investments in the real estate sector.

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Big Broadcast: Middlefield – Warren Buffett is buying Canada, shouldn’t you?

Middlefield Canadian Income fund managers Dean Orrico and Rob Lauzon describe how Canada offers plenty of large, good value income stocks that are growing their dividends.
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AIC fears general election will delay cost disclosure reforms

The Association of Investment Companies says the delay is ‘frustrating’, while pensions minister Baroness Altmann confirms all new reforms will have to start from scratch.
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QD view – Signals turn green for real estate

Real estate is a cyclical market where timing is everything, and signals are starting to flash that the sector is primed to stage a recovery. Market data, company activity and macroeconomic events appear to be aligning to suggest that now is the time to invest in real estate. After months in the doldrums as values […]
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Peter Spiller: Infrastructure offers ‘fantastic returns’ and trusts are a big bargain

With the outlook for US equities and bonds generally poor, Capital Gearing fund manager says depressed investment company share prices provide the best scope for gains.
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Capital Gearing drops Juniper over discount control blunder

Annual report shows second year of sub-inflation returns from fund run by Peter Spiller, with its performance hampered by the temporary suspension of share buybacks.

Bankers

24 May 2024

Greater investment flexibility may boost returns.

NB Private Equity Partners

23 May 2024

Wider operating company EBITDA margins in 2023.

City of London Investment Trust

23 May 2024

Deciphering UK Equity Income: insights from City of London investment trust manager.

City of London Investment Trust

23 May 2024

Unlocking the investment potential of the UK.

Worldwide Healthcare Trust

23 May 2024

Innovation, innovation, innovation’ say the managers.

Aberforth Split Level Income Trust Plc - (Reissue - Amendment to US Disclaimer) Update on planned reconstruction and voluntary winding-up of the Company and further dividend

24/05/2024 - 18:50

Aberforth Split Level Income

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Transaction in Own Shares

24/05/2024 - 19:20

Greencoat Renewables PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

24/05/2024 - 18:00

BlackRock Sustainable American Income

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Transaction in Own Shares

24/05/2024 - 19:00

Baronsmead Venture Trust PLC

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Transaction in Own Shares

24/05/2024 - 18:50

Baronsmead Second Venture Trust PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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