July 2025

In today’s Seaspray Private financial insight we continue our focus on Q2 2025 earnings results highlighting several major global companies, including Alphabet and Tesla. Alphabet exceeded expectations due to strong AI and cloud performance, while Tesla underwhelmed, citing declining revenues and reputational challenges. Today’s insight also highlights notable earnings from Coca-Cola, AT&T, GE Vernova, and […]

As Q2 2025 earnings season begins, major US financial institutions have delivered a broadly positive set of results despite ongoing geopolitical uncertainty and trade tensions. Leading banks such as J.P. Morgan, Citigroup, Godman Sachs, and Morgan Stanley reported strong trading revenues and resilient profits, buoyed by market volatility and investor activity. BlackRock saw record assets

In this week’s Seaspray Private Data Insight we focus on the strong performance of key global equity markets in 2025, with a particular focus on the US, Europe, and the UK. The insight examines year-to-date returns across major indices, sectors, and standout stocks, highlighting the impressive rebound of US equities in Q2.

This week’s Seaspray Private data insight examines the implications of investing at market peaks versus downturns, challenging the common belief that timing the market is critical. With over half of global equities reaching new all-time highs—the highest percentage in over a decade—investor hesitation is understandable. However, historical data shows that long-term returns remain strong regardless