Insights and Commentary

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Market Commentary

Philip Rose

3 April  2020

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I will focus this week’s commentary on some of the observations and lessons I have learned from over the years either directly or by watching other portfolio managers responses to circumstances as they arrive.​​​​​​​

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Market Commentary

Philip Rose

27 March 2020

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This week’s commentary will focus on Bonds, Bond yields, the drivers for bond pricing and the impact of COVID-19 on this market.​​​​​​​

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Market Commentary

Philip Rose

17 April 2020

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We have now hit US earnings reporting season. Each quarter, US corporations report their prosperity and allow analysts to determine if they are on target to achieve annual expectations. The reason why quarterly earnings are so important is that they have a very high directional correlation with the general stock market.​​​​​​​

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Market Commentary

Philip Rose

1 May 2020

March was characterised by the shock and fear of the fast-spreading Coronavirus outbreak as represented by sharp selling across asset classes.


April has been characterised by resilience in the face of facts confirming the devastating effect this viral outbreak is having on the global economy.

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Market Commentary

Philip Rose

13 March 2020

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2019 was a surprisingly strong year for both equity and bond investors and a measure of complacency entered markets. This was evidenced between October 2019 and February 2020 when equity market volatility declined despite global equity markets rising by ~13.5% to new all-time highs.

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Business Update

Martello Team

17 March 2020

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Amidst the currrent Covid-19 pandemic we are continuing our service to you.

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Market Commentary

Philip Rose

1 June 2020

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Based on evidence embraced by us early in the year, COVID-19 was presumed to be an uncontrollably infectious disease, likely to spread around the globe bringing human endeavour to its
knees with a very high mortality rate.