In Episode 11 of our Seaspray 'Making Waves' Podcast – 2025 Q2 Investment Review & Outlook – Danny O’Leary, CEO of Seaspray Private, and Paul McGowan, MD of Seaspray Financial, delve into the key investment opportunities and market dynamics shaping the second half of the year. As we move past the mid-point of 2025, the global financial landscape is being reshaped by the reintroduction of Trump-era tariffs and the broader implications of Liberation Day. This episode examines the major challenges facing the global economy – including those unique to Ireland – and reviews the performance of leading global equity markets to date. The conversation concludes with a look ahead at the core investment themes expected to underpin Seaspray’s structured solutions throughout the remainder of the year

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