Seaspray Making Waves

Visit our website here : https://seasprayprivate.ie

.

In our Seaspray Making Waves Podcast Episode 10 – Q1 2025 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:

Website link : https://seasprayprivate.ie/

• The 3 ‘T’s: Trump, Tariffs, and Trade.
• The focus then shifts to the anticipated performance of the domestic and global economy heading into the second quarter and the remainder of the year.
• Finally, we touch on key growth investment themes and opportunities for investors through 2025 and into the longer term.

This episode focuses on our 2025 Annual Outlook, featuring Danny O'Leary, CEO of Seaspray Private, and Paul McGowan, MD of Seaspray Financial. They analyse investment opportunities and key market data for the upcoming year. Revisiting the prevailing themes of the four 'i's – Inflation, Interest Rates, Income/Earnings, and Investment – exploring the key challenges facing the global economy, including those in Ireland, as well as the performance of major equity markets. The podcast concludes with a summary of the investment themes that are expected to be central to Seaspray's structured solutions in 2025.