New Court

In this episode, Sarah Ball, Investment Specialist, speaks with Rorrie Mars, Equity Analyst, about the effects of AI for long-term investing.

Markets delivered another year of strong returns, driven by AI momentum and cyclical sectors. We review portfolio performance, explain currency impacts, and outline how we manage risk while identifying areas of long-term opportunity amid shifting valuations and geopolitical uncertainty

In this edition of Portfolio Spotlight, Sarah Ball and Mark Wallace are joined by Henry Engelhardt, Founder and CEO Emeritus of Admiral. They the discuss the importance of culture, and its correlation with business success.

Markets have climbed steadily to new highs, led once again by technology and momentum stocks. In this podcast, we look at how our portfolios performed in comparison and why we continue to avoid areas where valuations look stretched. We then discuss the risk of irrational exuberance in markets, how we are protecting portfolios and where we still see long-term opportunity.

Sarah Ball, our Investment Specialist, sits down with Hugo Capel Cure, Co-Head of Portfolio Management, and Hughie Jessel, Head of Fund Research, to unpack the role of diversifying assets in how we construct portfolios.