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.