It is a truth universally acknowledged that an investor in possession of a good fortune must be in want of diversification. Whilst formerly, a traditional allocation between bonds and equities might have served this purpose,…
Exploring private equity
Partners Group believes that private equity merits an allocation in the portfolios of all investors seeking long-term capital growth and diversification from public equity. In contrast to public equity in which minority shareholders delegate control…
Surging ahead
Private equity investment companies have recovered strongly following the global financial crisis. Over 1, 3 and 5 years, the average investment company in the Private Equity sector has returned an impressive 21%, 66% and 117%…
25 years in closed-ended funds
Financial freedom - or the ability to own your home, choose how you work and when you retire - may seem out of reach to many young people today. High house prices, insecure jobs in…
Foreword from Annabel-Brodie Smith
I’m thrilled that we have a new contributor to Compass this month, namely Ian Cowie. Ian is one of the most experienced investment journalists and has been an investor and supporter of investment companies for…
Making sense of platforms
The costs of holding and trading investment companies on platforms differ widely. Our new research reveals the full picture. Many investors struggle to choose a platform for their investment company holdings as the pricing structure…
A rising sun
The CC Japan Income & Growth Trust has been designed to identify exciting investment opportunities as the consensus behaviour in Japan evolves to a more consistent trend more easily comparable to those historically associated with…
Where to go from here?
Over the past year the world has put on an impressive display of sang-froid in the face of some extraordinary political developments. Although the ultimate real world consequences of the Brexit vote and the Trump…
How to supercharge your returns
David Prosser explains how reinvesting dividends makes a huge difference. Where do your returns come from when you invest in the stock market – in the shares of the companies that trade on that market,…
Unexpected Brexit opportunities
Alasdair McKinnon, Manager of The Scottish Investment Trust, explains why the surprises of the past year have been a gift for 'ugly duckling' investors. At The Scottish, we’re contrarians to the core. So we aren’t…
The future is Real The future is Real
Will Fulton, Manager of UK Commercial Property Trust, on what’s next for UK real estate. After a difficult 2016, UK commercial real estate has started 2017 in a much more positive fashion. Capital values have…
“The only certainty is there is much to be uncertain about”
By Charles Luke, Murray Income. With Article 50 now triggered, negotiations, which will undoubtedly be difficult and complex, around the future relationship that the United Kingdom will have with the European Union can begin in…
UK triggers Article 50 – UK and European investment company managers comment on the outlook
The AIC has collated manager comments on the outlook for UK and European markets. On Wednesday 29 March Article 50 of the Treaty of Lisbon will be triggered, formally notifying the EU that the UK…
Small savings get big
David Prosser explains how regularly saving small amounts can pay off in the long run. If your new year’s resolution for 2017 is to spend less and save more, it’s worth taking a look at…
Who wants to be an ISA millionaire?
By David Prosser. "Analysis from Fidelity Investments suggests that starting from scratch today, you could be an ISA millionaire in less than three decades" Here’s a thought to cheer you up this miserable winter: in…
AIC investor confidence research: Between a rock and a hard place
Brexit and Trump presidency top investor concerns, but low interest rates continue to drive investors to stock market. Quarter of investors increasing stock market exposure - same as last year Two fifths of investors not…
Brexit: AIC recommends layered approach to funds regulation
The AIC is urging the Government to secure consumer, competitive and regulatory benefits following the UK’s withdrawal from the EU by taking a layered approach to funds regulation. Tailoring funds regulation approach following Brexit: Consumer,…
What are the prospects for markets and the investment company industry in 2017? (video)
[embed]http://www.youtube.com/watch?v=BnaV5r1iLCA[/embed] The AIC talks to Bruce Stout, manager of Murray International, Peter Ewins, manager of F&C Global Smaller Companies and James Henderson, manager of Lowland, Law Debenture and Henderson Opportunities, about what 2017 may…
AIC fund manager poll: The American Dream in 2017?
The AIC has issued the results from its 2016 fund manager poll. The Association of Investment Companies’ (AIC) annual fund manager survey finds managers more optimistic on the outlook for equities than a year ago,…