All Episodes
New Court — 60 episodes
In conversation with Michael Gilmore, Albizia
Quarterly Podcast: Balancing resilience and opportunity in changing markets
New Court Portfolio Spotlight – Roadmaps in practice
Quarterly Podcast: Positioning portfolios in a shifting market
New Court Portfolio Spotlight - Disruption and opportunity: AI and investing through technology shifts
Quarterly Podcast: 2025 – a year of resilience
New Court Portfolio Spotlight - The importance of culture
Quarterly Podcast: Rational discipline and long-term opportunity amid market highs
New Court Portfolio Spotlight - Diversifying Assets
Quarterly Podcast: Turning turbulence into opportunity - portfolio moves that matter
New Court Portfolio Spotlight - Texas Instruments
Quarterly Podcast: Defensive strategies and future opportunities amid market volatility
New Court Portfolio Spotlight - Cable companies
Quarterly Podcast: A year of friendlier economics and uncomfortable geopolitics
New Court Portfolio Spotlight - Our investment process
Quarterly Podcast: Navigating market volatility
New Court Portfolio Spotlight - Aikya
Quarterly Podcast: Focusing on the fundamentals as global markets surge
New Court Portfolio Spotlight - Berkshire Hathaway
Quarterly Podcast: Stock market momentum, but will interest rate cuts be delayed?
New Court Portfolio Spotlight - Constellation Software
Quarterly Podcast: Cautious optimism for the year ahead after a strong end to 2023
Quarterly Podcast: Why unloved bonds have become an attractive investment, and the outlook for equities amid fading inflation
New Court Portfolio Spotlight - Canadian Pacific Kansas City (CPKC)
Quarterly Podcast: Banking worries abate in Q2 2023, leading to a rally in the global stock market
New Court Portfolio Spotlight - booking.com
Quarterly Podcast: A positive first quarter of 2023 despite some surprises in the banking sector
Quarterly Podcast: Why the changing investment environment brings optimism for 2023
Quarterly Podcast: Interest rates and inflation continue to rise amid a challenging geopolitical backdrop during the third quarter of 2022
Quarterly Podcast: Rising inflation and geopolitics continue to present challenges in the second quarter of 2022
Quarterly Podcast: Geopolitics and inflation make for a challenging start to 2022
In Conversation with Lord Mark Sedwill and Kevin Gardiner
Quarterly Podcast: After a strong year for global stocks, what can we expect from 2022?
Quarterly Podcast: Markets soften amid inflationary concerns and trouble in the Chinese property sector
Autumn Investment Briefing 2021
In conversation with: Lord Sedwill
Quarterly Podcast: Another strong quarter prompts the long-anticipated rise in inflation
Quarterly Podcast: Robust growth continues, but what does this mean for market froth and the spectre of inflation?
The hidden tax: inflation
A closer look at: Mastercard and American Express
Quarterly Podcast: A confident end to a remarkable year
Meet the Manager: Tony Gannon, Abbey Capital
In conversation with: Anthony Scaramucci
Quarterly Podcast: Are we due a change in the markets?
The Rothschild Archive: Overcoming adversity
Industry insights: Luxury retail
Quarterly Podcast: July 2020
Meet the Manager: Jay Creel and John Dowling, Bares Capital
Industry insights: Food production and consumption
In conversation with: Mike Azlen, Carbon Cap
A closer look: Ryanair and Cable
In conversation with: Nick Bailey
In conversation with: Owain Doull
Meet the Manager: Michael Gilmore, Albizia Capital
In conversation with: David Mayer de Rothschild
In conversation with: Alex Thomson
Quarterly Podcast - April 2020
Market and portfolio update - March 2020
Portfolio Update - March 2020
Quarterly Podcast - January 2020