New Court

New Court Portfolio Spotlight – Roadmaps in practice 19.06.2026 35min

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.

Quarterly Podcast: Positioning portfolios in a shifting market 15.04.2026 20min

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.

New Court Portfolio Spotlight - Disruption and opportunity: AI and investing through technology shifts 23.03.2026 44min

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

Quarterly Podcast: 2025 – a year of resilience 13.01.2026 35min

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

New Court Portfolio Spotlight - The importance of culture 15.12.2025 43min

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.

Quarterly Podcast: Rational discipline and long-term opportunity amid market highs 10.10.2025 22min

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.

New Court Portfolio Spotlight - Diversifying Assets 18.09.2025 30min

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.

Quarterly Podcast: Turning turbulence into opportunity - portfolio moves that matter 11.07.2025 25min

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.

New Court Portfolio Spotlight - Texas Instruments 23.06.2025 23min

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.

Quarterly Podcast: Defensive strategies and future opportunities amid market volatility 15.04.2025 26min

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.

New Court Portfolio Spotlight - Cable companies 17.03.2025 37min

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.

Quarterly Podcast: A year of friendlier economics and uncomfortable geopolitics 10.01.2025 25min

Global stocks were up nearly a fifth in 2024 – a second year of double digit returns, with the US and its tech juggernauts being the driving seat of a narrowly led market. However, the imminent return of President Trump, bolstered by a Republican sweep of Congress has caused uncertainty around the ‘MAGA’ agenda, and what the impact will be in the US and globally. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, reflect upon our performance in 2024, and look ahead to 2025.

New Court Portfolio Spotlight - Our investment process 10.12.2024 32min

In this portfolio spotlight podcast Sarah Ball, our Investment Specialist, speaks to Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the decision-making process we use when choosing a company to invest in, including why some businesses do not make the cut.

Quarterly Podcast: Navigating market volatility 11.10.2024 21min

It has been a year of economic and political upheaval for investors, but what is the outlook for the market as we reach the final months of 2024? Stock market growth this year has been narrow while core inflation has remained stubbornly high, posing challenges for investors and policymakers alike. In this podcast, Client Adviser Sophie Kilvert, sitting in for Helen Watson, is joined by Victor Balfour, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to discuss recent market trends and the performance of some of our holdings.

New Court Portfolio Spotlight - Aikya 24.09.2024 25min

Host Sarah Ball speaks to Ashish Swarup, Founder of Aikya, to discuss the history of fund, how it chooses its investments and the wider outlook for emerging markets.

Quarterly Podcast: Focusing on the fundamentals as global markets surge 12.07.2024 28min

The mid-point of the year is a good time to take stock of what has been an eventful few months. Global stock markets have enjoyed double-digit returns since January, but there are concerns that market performance is being driven by just a handful of companies. In this podcast, CEO Helen Watson, is joined by Kevin Gardiner, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to review the year so far. We also assess the outlook for the rest of 2024, as interest rates look likely to remain higher for longer, and take a closer look at some of our portfolio companies.

New Court Portfolio Spotlight - Berkshire Hathaway 17.06.2024 32min

Host Sarah Ball sits down with Equity Analyst Nicola Muirhead to discuss the outlook for Berkshire Hathaway, one of the most eminent and enduring companies in the financial sector.

Quarterly Podcast: Stock market momentum, but will interest rate cuts be delayed? 16.04.2024 24min

Markets have enjoyed a strong start to 2024, with global stocks up 8% so far this year. However, inflation remains above target in many major economies, putting pressure on central banks to delay interest rate cuts. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to assess the outlook for rates this year. Meanwhile, the business cycle has remained in relatively good shape, with growth continuing alongside disinflation. We examine how this backdrop has helped several of our holdings – both return assets and diversifiers – achieve a strong performance in the first quarter. Correction: at 06:25, we mistakenly say CKPC, when we mean CPKC.

New Court Portfolio Spotlight - Constellation Software 19.03.2024 23min

Host Sarah Ball sits down with Equity Analyst Francisco Leal to discuss Constellation Software, a Canadian software company. We examine the company's recent activities and future earnings potential.

Quarterly Podcast: Cautious optimism for the year ahead after a strong end to 2023 12.01.2024 29min

Amid stubbornly high inflation, geopolitical tensions and gloomy sentiment, 2023 defied expectations and produced a strong year for investors. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the remarkable returns from the ‘Magnificent Seven’ US tech stocks, the trajectory for interest rates and the outlook for investors in 2024.