Alex Newman

London

Features Editor at Investors Chronicle Magazine

Host at Investors' Chronicle Podcast

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Articles

Are investors pricing in US political risk?

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

Making sense of profound change is always hard. But it’s especially hard in the moment. Since “liberation day”, market commentary on Donald Trump’s tariffs has ranged from the stunned to the apocalyptic. And yet, in dollar terms, the S&P 500 is down less than 4 per cent in 2025. Note the currency used here. For non-US investors, many of whom have benefited from years of a strong dollar and even stronger US share prices, the greenback’s sell-off has amplified the pain in equities.
Can our Peter Lynch screen beat the FTSE for a third time?

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

This week is the turn of our Peter Lynch-inspired Stalwarts stock screen, which for the second year in a row has comfortably beaten its benchmark, the FTSE All-Share. I say ‘year’ (in keeping with the screen’s annual refreshes) although given we last updated things in the first half of April 2024, the most recent 52-week period is now getting on for 55 weeks. Admittedly, that has been a conscious choice, which in the world of quantitative, rules-based investing is normally frowned upon.
Dress to invest

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

If you’re reading this, you are – in a real sense – ‘doing’ investing. Which is to say that by reading this piece, in a magazine aimed at serious personal investors, you are engaged in the investment process. You’ve come here for a combination of ideas, news, argument and information – all of which you hope will help you to become a better investor. So do we. It’s a serious endeavour. Now look down. What are you wearing? It might be very little, as you enjoy the sun in the garden, phone in hand.
Ten potential ports in the tariff storm

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

How will our Double Up screen deal with ongoing market shocks? Published on April 28, 2025For the first 18 months after the October 2023 launch of our Double Up screens, the backdrop to UK stocks was positive. The FTSE All-Share index – against which the methodology is partly benchmarked – steadily climbed, firstly due to sustained momentum ahead of the UK general election in June 2024, and then again at the start of 2025, as non-US stock markets finally caught global investors’ interest.
Thirty stocks that could become takeover targets

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

Despite a lack of bids, the first outing for our ‘takeover screen’ shows it can pay to think like an acquirerPublished on April 7, 2025After the shock of the past week, the state of M&A activity isn’t likely to be front of mind for UK investors. Loss mitigation is now the watchword. And while markets hinge on the whims of a dealmaker, little about US President Donald Trump’s second term has created the conditions for corporate takeovers.
Our six-in-one stock screen strikes gold again

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

The Screen for All Seasons has beaten its benchmark for the sixth year in a rowPublished on March 31, 2025What kind of stocks do you invest in? These days, a common answer to this question is simply ‘all of them’. For little cost, you can buy an exchange traded fund to own a broadly diversified equity market. Job done. Well, sort of. If you own a FTSE 100 passive fund, you own a piece of every company in the index.
The nine FTSE 100 momentum stocks beating the index

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

Although the blue-chip index has rallied in recent months, top-performing shares rose even more Published on March 24, 2025Here are a few fun facts about the FTSE 100. Since the start of the century, the index has fallen more than 20 per cent three times and seen a further three drops of at least a tenth. Cumulatively, it took just over 13-and-a-half years to recover after these sell-offs, meaning prices have rarely been a source of comfort.
Investing lessons from the world’s ultra-rich

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

We can’t all be billionaires, but we can learn from how they manage their moneyPublished on March 20, 2025A few years ago, while at a gallery viewing hosted by a prominent City law firm, I spoke to a partner who specialised in what’s known as private client work. If you’re unfamiliar with the practice area, don’t worry; you may not be its target customer.
Is corporate longevity worth anything to investors?

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

Goodbye, then, Hornby (HRN). After trading continuously since late 1986, shares in the model railway group are headed for cancellation next month, after management concluded the regulatory burdens, distractions, cost, and rubbish liquidity of its Aim listing weren’t worth it. Die-hard Hornbyists may be able to keep an indirect interest by exchanging shares for a slice of Castelnau (CGL), a specialist fund controlled by Phoenix Asset Management.
Thirty cash-rich US stocks that could beat the ‘Mag Seven’

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

Our US Cash Magic screen’s aversion to tech companies stands it in good stead for the yearPublished on March 18, 2025Three years ago, the S&P 500 was falling. After a blistering run, turbocharged by investor enthusiasm for technology stocks, the real world was starting to bite. Is it all happening again? Despite a calmer few days at the time of writing, 2025 has already witnessed several bouts of heightened volatility, and some sharp sell-offs. Some think it amounts to profit-taking.