Seaspray Private Q2 2025 Investment Review & Outlook is now available to read and download for free! Seaspray Private Q2 2025 Investment Review & Outlook is now available to read and download for free!
Seaspray Private Q2 2025 Investment Review & Outlook is now available to read and download for free! Seaspray Private Q2 2025 Investment Review & Outlook is now available to read and download for free!

Data Insights

Q2 Earnings: From AI-Driven Growth to Legacy Resilience

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 […]

Q2 Earnings: From AI-Driven Growth to Legacy Resilience Read More »

Q2 Earnings Season – Financials in Focus

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

Q2 Earnings Season – Financials in Focus Read More »

2025 Year-to-Date Top Performers: Indices, Sectors, and Stocks

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.

2025 Year-to-Date Top Performers: Indices, Sectors, and Stocks Read More »

There is No Time like the Present!

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

There is No Time like the Present! Read More »

A Focus on: Tech Market Capitalisation and the growth of Semiconductor Revenues

In recent years, technology companies have assumed the role once held by oil giants at the start of the 20th century: powerful entities that dominate stock markets and make a substantial contribution to global GDP. In our latest Seaspray Private financial data insight we examine the top 20 companies in the world by sectoral market

A Focus on: Tech Market Capitalisation and the growth of Semiconductor Revenues Read More »

A Focus on: NVIDIA Q1 2025 Earnings, Market Concentration and the shift towards Europe

In this weeks Seaspray Private financial insights we focus our attention on NVIDIA who published its quarterly earnings on Wednesday evening. We also highlight the broader “Magnificent Seven”, including Meta and Microsoft, who have significantly influenced the US stock market, with their combined market cap growing to $18.03 trillion by end-2024, up 910% over a

A Focus on: NVIDIA Q1 2025 Earnings, Market Concentration and the shift towards Europe Read More »

Clean Technology – Year to Date Resilient Returns and Investment Growth

Considering the current political climate for renewables, particularly in the US, it is striking that one of the sector’s largest investment products has outperformed the much broader S&P 500 and NASDAQ so far this year. In our latest Seaspray Private financial data insight we reflect on a more bullish outlook for renewables, despite ongoing political

Clean Technology – Year to Date Resilient Returns and Investment Growth Read More »