Market Insights
As your trusted investment partner, we are committed to delivering innovative, robust strategies that help you achieve your investment goals.
We place the highest value on original research, using intellectual rigour to question traditional paradigms. As transparency is a key part of our partnerships with clients, we commit to sharing these insights with you. Below, you’ll find some of our recent market commentaries and thought leadership.
Quarter in Review Q1 2024
Each quarter, Lenny McLoughlin, Chief Investment Strategist sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Lenny also shares his insights on the forces shaping markets in the short-to-medium term.
- Quarter in review
- 08.04.24
ILIM Market Review - End March 2024
Index performances and market data
- Latest Weekly Market Review
- 04.04.24
Pension Irish Property Fund - Quarter 4 2023
The steady rise in European Central Bank (ECB) interest rates from July 2022 (0.0%) to September 2023 (4.50%) led to a contraction in investment activity into property, which is heavily reliant on debt financing and investor sentiment. This perpetuated a rise in valuation yields across all property sectors, having a negative impact on values. The MSCI All Property Ireland Index equivalent yield moved out 1.0% in the 18 months to December 2023, from 5.5% to 6.6%. The spread of property yields to government bonds therefore improved by 0.73% to 4.3%, thereby increasing the relative attractiveness of property yields.
- Property Quarterly Reports
- 22.03.24
Market Pulse - February 2024
Each month, Lenny McLoughlin, Chief Investment Strategist sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Lenny also shares his insights on the forces shaping markets in the short-to-medium term.
- Monthly Market Pulse
- 06.03.24
ILIM Market Review - End February 2024
Index performances and market data
- Latest Weekly Market Review
- 01.03.24
Market Pulse - January 2024
Each month, Lenny McLoughlin, Chief Investment Strategist sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Lenny also shares his insights on the forces shaping markets in the short-to-medium term.
- Monthly Market Pulse
- 07.02.24
ILIM Market Review - End January 2024
Index performances and market data
- Latest Weekly Market Review
- 06.02.24
Quarter in Review Q4 2023
Each quarter, Lenny McLoughlin, Chief Investment Strategist sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Lenny also shares his insights on the forces shaping markets in the short-to-medium term.
- Quarter in review
- 10.01.24
ILIM Market Review - End December 2023
Index performances and market data
- Latest Weekly Market Review
- 03.01.24
Market Pulse - November 2023
Each month, Lenny McLoughlin, Chief Investment Strategist sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Lenny also shares his insights on the forces shaping markets in the short-to-medium term.
- Monthly Market Pulse
- 07.12.23