Market Overview Quarter 4 2025 1 October – 31 December 2025 and Outlook
Global equities rally strongly At the end of 2025, investors had plenty to celebrate with double digit gains across markets spanning the globe over the 12-month period. Notable outperformance was registered by emerging markets, particularly in Asia, US technology, Japan, Germany and the UK. The year however has not been easy to navigate. There has […]
Happy Christmas from Seabrook Clark
As we approach Christmas and the end of another eventful year, I would like to thank you for your continued support and trust in us. Your confidence in our advice and our relationship with you remain at the heart of everything we do. The year overall has been excellent for investors with double digit gains […]
Autumn Budget – 26 November 2025
Record Tax Burden Hits Taxpayers to Increase Benefits Rachel Reeves raised taxes by £26bn to an all-time high today in the Autumn Budget. The tax burden will reach 38% of GDP by the end of the parliament. These tax increases are in addition to the £40bn tax hike in Ms Reeves’ first Budget last Autumn. […]
Market Overview Quarter 3 2025 1 July – 30 September 2025 and Outlook
Global equities rally strongly Global equities delivered strong gains through Q3 2025 overlooking earlier uncertainty and volatility. The strong performance was particularly noticeable amongst the global technology companies associated with artificial intelligence (AI); Nvidia’s valuation exceeded $4 trillion. In addition to strong progress in US equities, Japan and many emerging markets also registered impressive gains. […]
Market Overview Quarter 2 2025 (1 April – 30 June 2025) and Outlook
Markets rebound after Trump tariffs stun investors Investment markets experienced heightened volatility during the quarter following President Trump’s announcement of trade tariffs on 2 April which he called ‘Liberation Day’. Whilst Mr Trump had spoken of ‘tariffs’ being one of his favourite words in the English language during his presidential campaign, the size of the […]
The Trump Slump
We started 2025 with economists predicting a reasonable level of economic growth with inflation continuing on its downward path. This underpinned the view that interest rates would reduce further providing a favourable outlook for both equities and bonds. Stagflation This benign outlook has been turned upside down over the last couple of months culminating in […]
Market Overview Quarter 1 2025 (1 January – 31 March 2025) and Outlook
In the first quarter of 2025, the promise of a continuation of 2024’s strong gains, primarily driven by the strong US economy and markets, proved to be ill-founded. The expectation that Trump’s second term would see business-friendly policies of extending tax cuts and deregulation was undermined by his initial focus on more growth negative issues […]
Has the Positive Outlook for US Markets been Trumped?
After two consecutive years where portfolios have benefited from strong double digit returns in US equity markets, much of it underpinned by the performance of the global mega-cap technology stocks associated with the ubiquitous artificial intelligence (“AI”) theme, recent weeks have seen the American markets stumble. Initial reaction to Trump’s election in early November was […]
Market Overview Quarter 4 2024 (1 October – 31 December 2024) and Outlook 2025
Another Year of US Dominance Reminiscent of the start of 2023, there was broad concern that the US economy, a key driver of global growth, was weakening as we moved into 2024. With inflation heading in the right direction, markets were expecting the US Federal Reserve to prioritise its mandate of promoting full employment in […]
Seabrook Clark continues to grow in 2024
Seabrook Clark has enjoyed another busy and successful year in 2024. We are delighted that we have continued to make great progress with the business for the benefit of our clients. With regard to our team, we continued to expand filling The Greenkeepers Cottage, now a team of fifteen professionals. We welcomed Daniel as a […]