New Court

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New strategy podcast

  1. JAN 13

    Quarterly Podcast: 2025 – a year of resilience

    Markets delivered another year of strong returns, driven by AI momentum and cyclical sectors. We review portfolio performance, explain currency impacts, and outline how we manage risk while identifying areas of long-term opportunity amid shifting valuations and geopolitical uncertainty

    36 min

  2. 12/15/2025

    New Court Portfolio Spotlight - The importance of culture

    In this edition of Portfolio Spotlight, Sarah Ball and Mark Wallace are joined by Henry Engelhardt, Founder and CEO Emeritus of Admiral. They the discuss the importance of culture, and its correlation with business success.

    44 min

  3. 10/10/2025

    Quarterly Podcast: Rational discipline and long-term opportunity amid market highs

    Markets have climbed steadily to new highs, led once again by technology and momentum stocks. In this podcast, we look at how our portfolios performed in comparison and why we continue to avoid areas where valuations look stretched. We then discuss the risk of irrational exuberance in markets, how we are protecting portfolios and where we still see long-term opportunity.

    23 min

  4. 09/18/2025

    New Court Portfolio Spotlight - Diversifying Assets

    Sarah Ball, our Investment Specialist, sits down with Hugo Capel Cure, Co-Head of Portfolio Management, and Hughie Jessel, Head of Fund Research, to unpack the role of diversifying assets in how we construct portfolios.

    30 min

  5. 07/11/2025

    Quarterly Podcast: Turning turbulence into opportunity - portfolio moves that matter

    Despite a strong close for markets this quarter, the path there was far from smooth. In this episode, we look at how our portfolios performed through the volatility, and where we made adjustments, both in terms of equity holdings and protection strategies. We also discuss our views on wider macroeconomic conditions, interest rates and currencies, and the areas where we continue to find long-term value.

    25 min

  6. 06/23/2025

    New Court Portfolio Spotlight - Texas Instruments

    In this episode, Sarah Ball, our Investment Specialist, sits down with Rorrie Mars, Equity Analyst, to explore the investment case for Texas Instruments (TI), demystifying the world of analog semiconductors and why TI stands out in a rapidly evolving industry.

    23 min

  7. 04/15/2025

    Quarterly Podcast: Defensive strategies and future opportunities amid market volatility

    The first quarter of 2025 saw global stocks hit new highs, then pull back, as investor sentiment shifted in an uncertain environment. In this podcast, we discuss the factors affecting performance, how we've positioned portfolios more defensively over the last year, and where we believe the best opportunities may lie in future. While we also address the recent market developments sparked by President Trump's 'Liberation Day' tariffs and our thoughts on what they mean for our portfolios, please note this podcast was recorded on 9 April before the announcement of a pause in tariff increases.

    26 min

  8. 03/17/2025

    New Court Portfolio Spotlight - Cable companies

    In this portfolio spotlight podcast Sarah Ball, our Investment Specialist, speaks with Nicola Muirhead, Equity Analyst, to discuss the outlook of some long-standing holdings within our portfolio, US cable stocks: Cable One, Comcast and Charter Communications.

    38 min
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About

New strategy podcast

Information

  • Creator
    newcourt
  • Years Active
    2020 - 2026
  • Episodes
    58
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    New Court