Article
Can equity markets continue their strong performance during the second half of 2024?
Can equity markets continue their strong performance during the second half of 2024?
The earnings season for the first quarter of 2024 is winding down, and for...
Gary Hill
Interview
The Case for a change in market leadership
The Case for a change in market leadership
Martello’s investment director, Gary Hill, recently spoke at the BCI Global Investment Conference in...
Gary Hill
Article
An Earnings Tailwind
An Earnings Tailwind
February was a strongly positive month for developed equity markets, as economic resilience and...
Gary Hill
Article
Where is that pot of gold that AI promised?
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
Article
Is it starting to feel crowded in the herd..?
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
Commentary
A Tipping Point
A Tipping Point
Bonds and stocks fell simultaneously in October as bond yields rose sharply and heightened...
Gary Hill
Article
The Distortions Are Spreading…
The Distortions Are Spreading…
We have all been exposed to constant news flow about the market distortion created...
Martello AM
Interview
The 2020’s Investment Labyrinth – Are Exit Signs Emerging?
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
Commentary
Improve Breadth
Improve Breadth
August was a challenging month. There was a continued push from a select few...
Gary Hill
Commentary
Maximising the breadth of returns
Maximising the breadth of returns
We are thrilled to share an insightful interview conducted by Citywire with our very...
Gary Hill
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A positive start to 2024 – Q1 commentary
The global growth cycle hit its lowest point in 2023 and is now picking...