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.