Sector Specialist: Debt

With interest rates at all-time lows over the past decade, investors have increasingly been looking to alternative assets in their search for income. Sector Specialist: Debt is one of the highest-yielding investment company sectors and…

Alternative routes to income

Income-seeking investors struggling with low interest rates on bonds and deposits plus high share prices, should consider investment companies holding alternative assets. Infrastructure - such as public buildings funded through the private finance initiative (PFI)…

Recovering from a lost decade

Capital at risk: All financial investments involve an element of risk. Therefore, the value of your investment and any income from it will vary and your initial investment amount cannot be guaranteed. Emerging Europe is…

Slow and steady

In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…

Taking AIM

"Come back and see me when your market cap is £100m". A phrase commonly heard by the management teams of smaller companies. To some degree, risk, liquidity and time-management makes this understandable but we believe…

The outlook for VCTs

Demand for VCTs in the 2017-2018 tax year has been very strong. From 6th April 2017 to 31st January 2018 VCTs have raised £483 million, more than double the £221 million raised from 6th April…

From little acorns

Venture Capital Trusts or VCTs are becoming increasingly popular, with demand boosted by valuable incentives for investors in these tax shelters and tighter restrictions elsewhere. However, smaller companies and start-ups held within this type of…

Small is mighty

Europe became the flavour du jour As global economies emerged from a searing financial crisis at the turn of the decade, the US and UK seemed to pull ahead of their European cousins. Earnings there…

2017 Portfolio Review

Investors should always be more interested in the future than the past - and that remains true, even when reviewing how our shares fared over the last year. So, while bearing in mind that the…

Investment company performance

The political uncertainty that was a consistent feature of 2016 has continued this year with countries across Europe and Japan going to the polls; Brexit negotiations, which led to the recent announcement of a Brexit…

A touch of spice

Investment companies have a closed-ended structure which allows them to invest in a wider range of investments, including unquoted companies which are often referred to as private equity. These are the shares of private companies…

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…