Episode 5 in our Seaspray Private Podcast series ‘Making Waves’- 2024 Investment Outlook is now available to watch and listen to on all platforms. In our Podcast we discuss key topics highlighted from our 2024 Investment Outlook for investors - Click here for further details. Episode 5 in our Seaspray Private Podcast series ‘Making Waves’- 2024 Investment Outlook is now available to watch and listen to on all platforms. In our Podcast we discuss key topics highlighted from our 2024 Investment Outlook for investors - Click here for further details.
Episode 5 in our Seaspray Private Podcast series ‘Making Waves’- 2024 Investment Outlook is now available to watch and listen to on all platforms. In our Podcast we discuss key topics highlighted from our 2024 Investment Outlook for investors - Click here for further details. Episode 5 in our Seaspray Private Podcast series ‘Making Waves’- 2024 Investment Outlook is now available to watch and listen to on all platforms. In our Podcast we discuss key topics highlighted from our 2024 Investment Outlook for investors - Click here for further details.

2024 Investment Outlook

Introduction……

After a negative twelve months in 2022 for the majority of risk assets, 2023 can best be described as a year of 3 Rs : Recovery, Resilience and Rollercoaster, particularly for equities and bonds. Recovery in 2023 was driven by a combination of suppressed valuations post 2022, better news on inflation, Central Banks’ interest rate hikes and tightening cycle peaking in the second half, and the “ AI” revolution and optimism surrounding innovation in the Artificial Intelligence sector, driven by the performance of the Mega Cap Tech stocks – The Magnificent 7 : Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet and Tesla.


As we enter 2024, the consensus view is that interest rates have now reached a peak and with the outlook for greater price stability and inflation moving closer to target 2.0- 2.5% levels, the market expects rates to move in a downward cycle as we move through the year, with H2 the likely timing…

Can’t view the below document? Click here to download our 2024 Investment Outlook.

SSP-2024-Investment-Outlook3-compressed

References:
[a] www.seasprayfinancialservices.ie

If you would like to discuss any of the above content or have a broader investment conversation please speak with one of our trusted advisors or contact us here: 
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Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investments may go down as well as up.

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