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News

Communicating our views is an important part of our investment process. We keep you up to date with movements in the market and how that is affecting our decisions.

Commentary A positive start to 2024 – Q1 commentary
05/04/2024
A positive start to 2024 – Q1 commentary
The global growth cycle hit its lowest point in 2023 and is now picking...
Gary Hill
Gary Hill
Article An Earnings Tailwind
19/03/2024
An Earnings Tailwind
February was a strongly positive month for developed equity markets, as economic resilience and...
Gary Hill
Gary Hill
Article Where is that pot of gold that AI promised?
21/02/2024
Where is that pot of gold that AI promised?
Somewhere over the rainbow… While those who bought certain tech stocks last year might...
Peter Bourne
Peter Bourne
Article Is it starting to feel crowded in the herd..?
18/12/2023
Is it starting to feel crowded in the herd..?
We commented in last month’s email about the early signs of a ‘pivot trade’...
Gary Hill
Gary Hill
Commentary A Tipping Point
16/11/2023
A Tipping Point
Bonds and stocks fell simultaneously in October as bond yields rose sharply and heightened...
Gary Hill
Gary Hill
Article The Distortions Are Spreading…
19/10/2023
The Distortions Are Spreading…
We have all been exposed to constant news flow about the market distortion created...
Martello AM
Martello AM
Interview The 2020’s Investment Labyrinth – Are Exit Signs Emerging?
03/10/2023
The 2020’s Investment Labyrinth – Are Exit Signs Emerging?
Phil Rose, Martello’s Chief Investment Officer recently formed part of Boutique Collective Investments (BCI)’s...
Martello AM
Martello AM
Commentary Improve Breadth
15/09/2023
Improve Breadth
August was a challenging month. There was a continued push from a select few...
Gary Hill
Gary Hill
Commentary Maximising the breadth of returns
12/09/2023
Maximising the breadth of returns
We are thrilled to share an insightful interview conducted by Citywire with our very...
Gary Hill
Gary Hill
Article The 2020’s Labyrinth – Where is the Exit?
29/06/2023
The 2020’s Labyrinth – Where is the Exit?
This decade is proving to be a testing period for human (and investor) resilience....
Martello AM
Martello AM
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Martello Asset Management are regulated as both an Investment and Fund Services business by the Jersey Financial Services Commission and authorised as a Financial Services Provider in South Africa by the Financial Sector Conduct Authority.

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