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Artwork for New Court

New Court

newcourt
Texas Instruments
Global Economy
Artificial Intelligence
United States
Admiral Group
Global Markets
Artificial Intelligence (AI)
Analog Semiconductors
NVIDIA
China
Diversifying Assets
Berkshire Hathaway
John Deere
American Express
AI (artificial Intelligence)
Stock Markets
Geopolitics In the Middle East
Financial Markets
United States Dollar
Automotive

New strategy podcast

PublishesMonthlyEpisodes62Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for New Court

Latest Episodes

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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Recent Guests

Victor Balfour
Global investment strategist
Rothschild & Co
Episode: Quarterly Podcast: Balancing resilience and opportunity in changing markets
Hugo Capel-Cure
Co-head of portfolio management
Rothschild & Co
Episode: Quarterly Podcast: Balancing resilience and opportunity in changing markets
Henry Engelhardt
Founder and CEO Emeritus of Admiral Group
Admiral Group
Episode: New Court Portfolio Spotlight - The importance of culture
Rorrie Mars
Equity analyst at New Court
New Court
Episode: New Court Portfolio Spotlight - Texas Instruments

Host

Sarah Ball
Host associated with New Court; leads segments and discussion guidance

Reviews

4.9 out of 5 stars from 19 ratings
  • Eminently sensible

    Yet again, Kevin provides a calm and eminently sensible summary of market conditions. Very informative.

    Apple Podcasts
    5
    Mrs-DF
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Calm and well-informed market summaries that are easy to follow.
Actionable takeaways grounded in long-term investment principles.
Strong host expertise with insightful guests and real-world examples.
Consistently clear explanations of AI's practical impact on portfolios.

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Talking Points

Recent interactions between the hosts and their guests.

Quarterly Podcast: Positioning portfolios in a shifting market
Q: Given the backdrop, how did our portfolios perform in the first quarter, and where did we see opportunities amid turbulence?
Balanced portfolios faced declines driven by stocks and currency moves, with some diversification assets providing cushion. The team identified standout areas in AI-related stock trims and selectively added to positions like Constellation Software, Booking Holdings, S&P Global, and Adyen, arguing that the pullbacks were not fully warranted and that the market offered attractive forward returns. They emphasized disciplined research and cautious, opportunistic reallocation to maintain resilience and potential double-digit returns.
Quarterly Podcast: Positioning portfolios in a shifting market
Q: So Kevin, what are your thoughts on markets and the geopolitical events shaping the year?
Global stocks started positively, with volatility driven by US-Israeli actions in Iran. Oil and gas prices rose in Europe, inflation expectations moved higher, and central banks signaled a potential path of higher rates in some regions while others lingered. The macro backdrop remains unsettled but health indicators suggested the economy could withstand shocks, with strategic emphasis on how geopolitics influences inflation, growth, and policy expectations over the next 12–18 months.
Quarterly Podcast: 2025 – a year of resilience
Q: What's getting you excited about opportunities going into 2026?
Despite pockets of over-exuberance, there are still attractive opportunities across both sides of the portfolio, with select quality names (e.g., MasterCard, Moody's) benefiting from earnings growth, and strategic bets in Southeast Asian consumers and inflation-focused diversifiers offering potential upside if inflation re-accelerates.
Quarterly Podcast: 2025 – a year of resilience
Q: What have you been up to in terms of transactions and portfolio changes this year?
The team reduced US exposure in 2024 and 2025, added a handful of new names (including Texas Instruments, Next, Adyen, Seeker, Union Pacific before selling them), and trimmed Ryanair to stay within risk limits; diversifying assets were adjusted to reduce duration and protect against volatility.
Quarterly Podcast: 2025 – a year of resilience
Q: Has the strategy team been surprised by the currency weakness, and what is the view for 2026?
The dollar weakened across major currencies, while the euro appreciated notably; in 2026 the team expects a more moderate path with potential easing as inflation cools, though currency moves can still move markets year-to-year.

Audience Metrics

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Frequently Asked Questions About New Court

What is New Court about and what kind of topics does it cover?

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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Which podcasts are similar to New Court?

These podcasts share a similar audience with New Court:

1. Perspectives
2. AJ Bell Money & Markets
3. Unhedged
4. Merryn Talks Money
5. Many Happy Returns

How many episodes of New Court are there?

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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What guests have appeared on New Court?

Recent guests on New Court include:

1. Victor Balfour
2. Hugo Capel-Cure
3. Henry Engelhardt
4. Rorrie Mars

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