New Court

Quarterly Podcast: Defensive strategies and future opportunities amid market volatility

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

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

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

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

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

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

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

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?

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

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.