New Court

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Jul 2026

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New strategy podcast

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July 10, 2026Episode 6219 min

Quarterly Podcast: Balancing resilience and opportunity in changing markets

In this quarter’s podcast, we look back on an eventful first half of 2026, shaped by geopolitical tension, energy concerns and a narrow, AI-led equity rally. We discuss how portfolios performed across Return and Diversifying Assets, why economic resilience has helped offset earlier stagflation fears, and how we are responding with disciplined portfolio adjustments while seeking attractive long-term opportunities where market sentiment has moved ahead of fundamentals.

June 19, 2026Episode 6135 min

New Court Portfolio Spotlight – Roadmaps in practice

In this Portfolio Spotlight podcast, Sarah Ball, Investment Specialist, speaks with Ramesh Rajagopalan, Equity Analyst and Portfolio Manager, about how the team uses “roadmaps” to make disciplined long-term investment decisions under uncertainty.

April 15, 2026Episode 6020 min

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.

March 23, 2026Episode 5944 min

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.

January 13, 2026Episode 5835 min

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

December 15, 2025Episode 5743 min

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.

October 10, 2025Episode 5622 min

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.

September 18, 2025Episode 5530 min

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.

July 11, 2025Episode 5425 min

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.

June 23, 2025Episode 5323 min

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.