Alex Newman

2 days ago | investorschronicle.co.uk | Alex Newman

In May, the ratio of US stocks in the MSCI World index edged up 42 basis points, to 71.5 per cent. That was quite the rebound. Although the S&P 500 had recovered most of its tariff-induced fall by the end of April, a sharp dip in the dollar during the month served to cut the allocation by 95 basis points. That meant it was also 290 basis points down on the end of 2024, when the weighting peaked at 73.9 per cent. “So what?” readers might ask.

4 days ago | investorschronicle.co.uk | Alex Newman

Our blue-chip momentum screen has rallied 13.6 per cent in the three months to 19 JunePublished on June 23, 2025Ever since June 2007, our Momentum Classics screen has tracked the performance of the FTSE 100’s biggest quarterly risers and fallers. Across these 72 three-month periods, several trends are evident. The first is that the index has been the most consistently positive source of alpha, rising on 47 occasions.

1 week ago | investorschronicle.co.uk | Alex Newman

Last week, we looked at a popular global equity fund whose heavy allocation to US stocks masks a rather more selective approach to sectors. That included a big and growing position in tobacco giant Philip Morris (US:PM), which as of the end of May also happened to be the number one holding for STS Global Income & Growth Trust (STS), run by Troy Asset Management.

2 weeks ago | investorschronicle.co.uk | Alex Newman

New stock screen: Can screens help balance a multi-asset portfolio? Let’s experimentPublished on June 11, 2025Since this magazine started building and tracking stock screens in earnest in the early 2010s, our focus has been squarely trained on individual stocks. There are good reasons for this, not least of which is the array of variables and fundamentals connected to each company.

2 weeks ago | investorschronicle.co.uk | Alex Newman

The tobacco giant, Stephen Yiu’s Blue Whale Growth Fund and Dow Jones Indices all think soPublished on June 9, 2025Almost eight years in, Stephen Yiu’s Blue Whale Growth Fund (GB00BD6PG787) has done a solid job. Sure, outperformance is flattered by the choice of a lame duck benchmark, the IA Global fund sector. If you wanted a concentrated bet on US tech – which the fund’s holdings often resemble – plenty of ETFs have done better.