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Insight hub
Contact us
Get to know us
Investment philosophy
Bespoke funds
New Road FR Income Fund
New Road FR Stable Fund of Funds
New Road FR Moderate Fund of Funds
New Road FR Managed Fund of Funds
New Road FR Enhanced Opportunities Fund
New Road FR Global Flexible Fund of Funds
Insight hub
Contact us
Posts filed under: Insights
Insights
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Insights
Our Two Cents: On AI – The Market Wants Proof, Not Promises
The market has stopped cheering AI spending and now demands proof that it turns into real revenue....
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by
Garth
August 17, 2026
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Insights
Our Two Cents: Houston, We Have a Valuation Problem
The SpaceX IPO captured headlines and investors alike, but it also highlighted an enduring investment lesson....
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by
Garth
July 17, 2026
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Insights
New Road’s Quarterly Commentary – Q2 2026
Successful investing isn't about predicting every headline, but about remaining committed to a disciplined investment process....
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by
Garth
July 8, 2026
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Insights
Our Two Cents: Money Supply and Inflation: Signal or Noise?
Money supply growth sometimes precedes inflation, sometimes decouples from it, a contextual signal, not a standalone predictor....
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by
Garth
July 8, 2026
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Insights
Our Two Cents: When markets stop reading the headlines
While oil continues to react to every geopolitical headline, the stock market has largely stopped reading them....
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by
Garth
May 20, 2026
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Insights
New Road’s Quarterly Commentary – Q1
You can’t control the wind… but you can adjust your sails. Q1 2026 delivered exactly that kind of market....
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by
Garth
May 8, 2026
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Insights
Our Two Cents: Bonds are always a safe haven… right?
Oil price-driven inflation fears pushed Treasury yields higher, challenging their safe haven status....
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by
Garth
April 15, 2026
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Insights
Our Two Cents: Gold and the Interesting Case of Late Arrivals
Gold prices have surged, but ETF flows show investors often buy only after the rally is well underway....
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by
Garth
March 20, 2026
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Insights
Our Two Cents: Should You Take More or Less Risk in Retirement?
Smart investing remains essential in retirement. This article outlines how multi‑asset portfolios help sustain......
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by
Garth
February 19, 2026
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Insights
Our Two Cents: Asset Classes & Position Sizing
This article explores two important tools for risk management: asset class diversification and position sizing...
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by
Garth
January 22, 2026
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