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Market Views

Our Market Views

Insights into the investment markets and economy from our Investment Committee here at Blue Sky and eminent guests from the investment sector. We have been providing these updates to our clients and contacts, every week, since 2015… we don’t miss a beat.

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Market Updates

Dazed and confused  This probably sums up how most of us are feeling at the moment. This was a headline on Bloomberg on Wednesday and captures the mood... read more →

Market Updates

After a lengthy update last week, I’ve decided to keep matters reasonably brief this week as I don’t want to repeat much of what I’ve already said. It does... read more →

Market Updates

With everything going on in the world, it’s no surprise that many investors are uncertain as to what path to take. David Kelly, the Chief Global Strategist at JPMorgan... read more →

Market Updates

I thought I would start with some good news this week regarding UK gilts. A fall in borrowing costs has helped yields fall back to a similar level to... read more →

Market Updates

“I don’t like Mondays”  Boomtown it’s not been on the last couple of Mondays. We had the technology reversal due to DeepSeek last week, and this Monday, growth... read more →

Market Updates

What a week for AI technology stocks! On Monday, circa 17%, $600 billion, was wiped off Nvidia with many other specific stocks falling by up to 40% in one... read more →