In our Seaspray Making Waves Podcast Episode 8- Q3 2024 Investment Review and Outlook- Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from quarter 3. They revisit the still dominant theme of the 4 ‘i’s - Inflation, Interest Rates, Income/Earnings, and Investment themes. The discussion then shifts to analysis of the global economy and the performance of equity markets, followed by a domestic focus on Ireland and its current growth path. Finally, they identify key investment themes and growth opportunities that investors should consider for this year and extending into 2025.
In our Seaspray Making Waves Podcast Episode 7- Q2 2024 Investment Review and Outlook- Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from the second quarter. They revisit the critical topics of the 4 ‘i’s - Inflation, Interest Rates, Income/Earnings, and Investment themes. The discussion then shifts to the global economic outlook for the remainder of the year and beyond. Lastly, they identify key investment themes and opportunities for growth that investors should consider for this year and into 2025.
In our Seaspray Making Waves Podcast Episode 6- Q1 2024 Investment Review and Outlook- Danny O’Leary and Paul McGowan take a brief look back at the financial market highlights from the first quarter discussing The 4 ‘i’s- Inflation, Interest Rates, Income/Earnings, and Investment themes. The focus then switches to the anticipated performance of the domestic and global economy into the second quarter and beyond. Finally, we touch on what will be the likely headwinds as well as identifying where we see the key growth investment themes and opportunities for investors through 2024 and into the future.
In our Making Waves podcast Episode 5, Danny O’Leary and Paul McGowan take brief look back at financial market highlights from last year, before exploring what's ahead in 2024 both domestically and internationally, discussing key geo-political developments and the emergence of AI technologies, as well as outlining where they see value and growth for investors.