Making Waves: Episode 5

Making Waves: Episode 5 - 2024 Investment Outlook

In our Seaspray Making Waves Podcast Episode 5 – 2024 Investment Outlook, Danny O’Leary and Paul McGowan take a brief look back at the financial market highlights from 2023 including the performance of equity and bond markets, monetary policy, inflation and interest rate movements, the ongoing threat of war/geo-political unrest in Ukraine and the Middle East and the impact Artificial Intelligence (AI) had on technology stocks in the markets. The focus then changes to the anticipated performance of the global economy in 2024, the forecasted cooling of inflation and the consequences for potential interest rate cuts, plus the outlook for equites and fixed income in the coming year. General Elections globally will be a feature of the global political landscape in 2024 and this is also examined in our discussion.

Paul and Danny take an in-depth look at the Irish economy and growth prospects at home, as well as identifying key stocks that investors should consider and watch out for in 2024 as they look to add long-term value to portfolios, addressing the specific question of commercial property investment along the way.

The house view on key growth investment themes is also explored in detail given the considerable Seaspray experience and success with Structured Product Solutions for clients, in particular the Circular Economy, Global Technology and Climate Change to name a few. As well as growth themes, our senior executive team give an insight into historic returns in recent years from structured product maturities. They reinforce the Seaspray house mantra of spending time in the markets, not timing the markets, and how important it is for investors to demonstrate patience and diversification as part of their investment strategy.

Podcast disclaimer:
The proceeding content is informational only and based on information available when created. It is not an offer or a solicitation nor is it tax or legal advice. It does not consider your financial circumstances and objectives and may not be suitable for you.

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