Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

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The advantages of an independent board

‘Investment trusts are run with shareholders’ interests as the top priority’

Ian Sayers blog: The Director General of the AIC takes a look at liquidity

Investors shouldn’t let someone else’s liquidity problems become theirs.

The outlook for emerging markets

"Emerging markets are unquestionably going through a transition, from a period of high expectations to one of more measured ones.”

"The potential rewards are there”

Opportunities in emerging markets for investors with a long-term view.

An insight into Thailand’s economy

Why Aberdeen New Thai have invested in Big C Supercenter.

Investment trusts - a strong case to make to investors

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

Investors Chronicle seminars: Opportunities for investment companies

The Investors Chronicle presents a series of four sessions covering closed-ended funds.

A week in the life of...Charlie Thomas

Charlie Thomas, Manager of Jupiter Green describes his busy working week.

Opportunities for growth and the outlook for the environmental sector

Looking at resource optimisation and environmental markets.

Edinburgh Investment Trust - the advantages of an investment trust board

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

Wind farms - the prospects for Greencoat UK Wind

Renewable answer for those searching for yield.

2013 - the year of the investment trust?

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

Thematic research

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

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

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VH Global Energy Infrastructure monitoring impact of tariffs on Mexico

VH Global Energy Infrastructure has issued a statement on the impact of tariffs on its Brownsville fuel terminals in Texas. The Brownsville plant imports oil slurry from Mexico and refines that into a useful product. If it has to pay an extra 25% tariff on the slurry that it imports, that would have a significant […]
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JPMorgan EMEA beats benchmark but still overshadowed by events in Russia

JPMorgan Emerging Europe Middle East and Africa has published results covering the 12 months ended 31 October 2024. Pleasingly, the trust beat its benchmark (S&P Emerging Europe, Middle East & Africa) by 1.7 percentage points, returning 13.6% on NAV to the index’s 11.9%. However, the share price continued its usual volatile and unpredictable path and […]
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QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE

In QuotedData’s morning briefing 4 February 2025: M&G Credit Income (MGCI) is convening a meeting on 27 February to approve the issue of up to 31,002,226 shares (20% of its issued share capital). The company has already issued 9.6m shares since its AGM in 2024 and was running out of room to issue more. [It […]
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Saba loses Keystone Positive change too!

Keystone Positive Change says that at its general meeting, over 60% of the votes cast were against Saba’s requisitioned resolutions. Excluding the votes Saba cast in favour of its own requisitioned resolutions (representing 1,650,762 votes and approximately 38.87% of the votes cast), only a further 33,845 votes, representing just 0.80% of the votes cast, were […]
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Baillie Gifford US Growth sees off Saba by strong margin

Baillie Gifford trust becomes the second to win an initial victory against Boaz Weinstein's hedge fund firm.

Schroder Japan Trust

3 February 2025

SJG has outperformed the index in Masaki's first five years in charge.

Apax Global Alpha

31 January 2025

AGA passed inflexion point with deal activity rising.

Edinburgh Worldwide

31 January 2025

QuotedData's Weekly News Show - Douglas Brodie from Edinburgh Worldwide.

Baillie Gifford European Growth

30 January 2025

Kepler Trust Intelligence: New Research.

Invesco Asia

28 January 2025

A patient Asian champion.

Invesco Bond Income Plus Ltd - Portfolio Update

04/02/2025 - 12:00

Invesco Bond Income Plus

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BlackRock Income and Growth Investment Trust Plc - Compliance with Listing Rule 15.6.8R

04/02/2025 - 11:20

BlackRock Income & Growth

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Investment Company Holdings

04/02/2025 - 12:00

Hansa Investment Company Limited

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Top Ten Holdings

04/02/2025 - 12:00

Hansa Investment Company Limited

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Form 8.5 (EPT/RI)

04/02/2025 - 12:00

Singer Capital Markets Sec Ltd

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Glossary

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

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