Financial

In this week’s Seaspray Private financial data insight we continue our focus on Q3 earnings as major US and European companies, including Tesla, Netflix, and SAP, have reported a combination of strong revenue growth and emerging challenges. We also explore the long-term transformation of the world’s most influential stock market index — and what it […]

In today’s Seaspray Private financial insight we explore Q3 earnings results from major US and European corporations, including J.P. Morgan, Goldman Sachs, Citigroup, LVMH, and ASML. Strong investment banking and trading revenues drove double-digit profit growth across US financials, while European performance was buoyed by luxury and technology sectors. The International Monetary Fund’s latest World

In this week’s Seaspray Private financial data insight we focus on thematic investing, highlighting its growing popularity as an alternative to traditional equity strategies. We take a look at the performance of several major thematic ETFs from BlackRock’s iShares range across key sectors such as Clean Energy, Energy Storage, Semiconductors, Artificial Intelligence, Health Innovation, and

In this week’s Seaspray Private financial insight, we turn our attention to the US equity markets, which have reached historic highs in 2025. This surge has been driven by robust corporate earnings, substantial capital investment, and optimism surrounding the long-term revenue potential of artificial intelligence. A defining feature of the rally has been the record

In today’s Seaspray Private data insight we examine the ascent of the world’s largest privately held companies alongside record highs in public markets. We highlight how firms such as OpenAI, SpaceX, ByteDance, and Stripe are shaping industries and attracting unprecedented valuations, often rivalling their publicly listed counterparts. Finally we explore the drivers behind recent surges

In today’s Seaspray Private financial insight we analyse the unprecedented global market rally of 2025, driven by AI innovation, US tech giants, and European defence spending. We also focus on the VIX (Volatility Index), highlighting historic spikes outside the Global Financial Crisis and Covid-19, and the consistent pattern that follows of leading to strong equity

As we move into the final quarter of 2025, this weeks edition of Seaspray Private’s financial insight examines the year-to-date performance of S&P 500 sectors, revealing notable shifts in market dynamics. We also highlight the unexpected long-term winners such as Tractor Supply Company, whose consistent returns have outpaced even the largest technology firms, emphasising the

In this week’s Seaspray Private financial data insight we explore recent trends in global Foreign Direct Investment (FDI), with a focus on the sectors and regions attracting the greatest capital inflows. In 2024, global FDI reached $1.29 trillion, with renewables, communications, and semiconductors emerging as the leading destinations for investment. These sectors are not only

In this week’s Seaspray Private Financial Data Insight, we examine the global equity market, emphasising the continued dominance of the U.S. while also highlighting the rapid rise of emerging players such as India and China. By analysing compound annual growth rates across regions, we reveal the evolving trends that are reshaping capital markets.

In today’s Seaspray Private data insight we assess two critical dimensions of equity investing: the impact of investment horizons on loss probability and the concentration of market leadership within the S&P 500. Historical data confirms that the likelihood of negative returns declines materially as holding periods extend, reinforcing the case for long-term positioning within diversified

In this week’s Seaspray Private financial data insight, we review the current earnings season, highlighting the sectors which have both overperformed and under performed, We then look at these earnings in the context of stock market movements and equity valuations. Finally, we compare the Magnificent 7 stocks against the largest company in history – The

This week’s Seaspray Private financial data insight we highlight the tail end of the Q2 earnings season, where 83% of S&P 500 companies exceeded expectations, led by AI and tech giants such as Palantir and AMD. Consumer and healthcare sectors also performed strongly, with McDonald’s, Uber, Disney, and Eli Lilly reporting robust results. In addition