Quarterly Podcast: Defensive strategies and future opportunities amid market volatility
About this episode
This episode discusses market volatility, defensive portfolio strategies, and future investment opportunities amid recent market developments.
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.
More episodes of New Court
- 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
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