
New strategy podcast
| Publishes | Monthly | Episodes | 62 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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 resi... more
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.
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... more
In this episode, Sarah Ball, Investment Specialist, speaks with Rorrie Mars, Equity Analyst, about the effects of AI for long-term investing.
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Yet again, Kevin provides a calm and eminently sensible summary of market conditions. Very informative.
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Recent interactions between the hosts and their guests.
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A thoughtful, strategy-first discussion on portfolio positioning amid macro shifts, AI disruption, and geopolitical risk. Episodes consistently blend macro context with concrete investment actions, highlighting diversified approaches, risk management, and disciplined decision-making. Notable are deep dives into AI's impact on investing, culture and stewardship as value drivers, and pragmatic, evidence-driven portfolio adjustments that favor durable businesses over hype. The show likely appeals to professionals seeking both big-picture market views and actionable ideas for client portfolios, with a careful emphasis on long-term value and risk controls.
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New Court launched 6 years ago and published 62 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on New Court include:
1. Victor Balfour
2. Hugo Capel-Cure
3. Henry Engelhardt
4. Rorrie Mars
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