New Court

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New strategy podcast

  1. APR 15

    Quarterly Podcast: Positioning portfolios in a shifting market

    Markets experienced renewed volatility amid geopolitical shocks and rising energy prices, while portfolio diversification helped cushion returns. We review performance across assets, explain the impact of currency and AI-driven rotations, and outline how we are positioning portfolios cautiously while selectively investing in long-term opportunities created by market dislocation.

    21 min

  2. MAR 23

    New Court Portfolio Spotlight - Disruption and opportunity: AI and investing through technology shifts

    In this episode, Sarah Ball, Investment Specialist, speaks with Rorrie Mars, Equity Analyst, about the effects of AI for long-term investing.

    44 min

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
See All (60)

About

New strategy podcast

Information

  • Creator
    newcourt
  • Years Active
    2020 - 2026
  • Episodes
    60
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    New Court

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