Quarterly Podcast: Positioning portfolios in a shifting market

from New Court · host newcourt

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.

Episode metadata supplied by the publisher feed · Published Apr 15, 2026

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Quarterly Podcast: Positioning portfolios in a shifting market

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