Seaspray Making Waves

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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.

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.

Episode 4 of our Making Waves podcast series reviews what happened in the market during Quarter 3 of this year. There were plenty of talking points which Danny O'Leary and Paul McGowan touched on including highlights from the recent Irish Budget 2024 , a focus on some of the key macro-economic and market-related calls from earlier in the year as well as outlining where the opportunities and value may lie for investors to the end of 2023 and beyond

In Making Waves Episode 3, we look back on the first half of 2023. There are plenty of talking points which Danny O'Leary and Paul McGowan touch on- global equity performance year to date, impact AI has had on the technology sectors growth, our domestic economy, inflation, monetary policies and a look at the macro-economic outlook for the rest of the year ahead. We hope you enjoy the discussion.

Episode 2 of the  Seaspray Making Waves podcast series, sees Marty Magennis sit down with Paul McGowan, Managing director of Seaspray Financial and Danny O'Leary, CEO of Seaspray Private to discuss the first quarter of 2023 and current investment opportunities. They explore the impact of recent events in financial markets, specifically  the banking sector, the reaction of policy makers, key investment themes for consideration and the resilient performance of the Irish economy throughout.

On this first episode of the Seaspray Making Waves podcast, Marty Magennis sits down with Paul McGowan, Managing director of Seaspray Financial and Danny O'leary, CEO of Seaspray Private to discuss their 2023 investment outlook, they discuss how turbulent 2022 was for the markets, where they see the markets going this year, inflation and areas of opportunity. We hope you enjoy.