New Court

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.