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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Besides being somewhat cathartic, when writing these commentaries, periodically I’m reminded of what a fast-paced world we live in. Yet, at the same time, it also reminds me of...
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Good news emanates from the Middle East this week. Although one can’t help thinking a ceasefire won’t have much longevity, let’s hope so. Oil prices fell on the news....
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One of the aims of my weekly updates is to try and make sense of what’s going on around the world. We do our best to decant news in...
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A relatively short update today after the lengthy Budget overview and last week’s evaluation of the US election. So far, market-wise, it’s been the US versus the rest of...
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A Trump victory was marginally anticipated by the markets but there was a fair degree of repositioning of assets across international markets in the days leading up to the...
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In previous updates, in the lead up to the Budget, I’ve suggested that the Chancellor’s Autumn Budget was likely to be nowhere near as bad as the headlines and...
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