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.

ILIM Weekly Market Review - Week 47 2022

Each week, our Retail Investment Manager, Cian O'Mahony, looks at the main stories in the Irish and global investment markets.

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Pension Irish Property Fund - Quarter 3 2022

Property performance in the third quarter began to reflect the broader market decline seen across other asset classes throughout 2022, as higher interest rates, risk premia and the denominator impact were reflected in valuations through higher yields. The large portfolio held by the Fund reflected this adjustment; however, the annualised performance to the third quarter remained positive at +3.2%. This compares to a longer-term annualised return of +9.6% (10 years).

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Market Pulse - October 2022

Each month, Lenny McLoughlin, 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.

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Quarter in Review Q3 2022

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.

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Diversification benefits of investing in European real estate markets

During these challenging markets conditions, we continue to advocate staying diversified across and within asset classes. European Real Estate can serve this purpose well in a portfolio context and can assist in delivering a smoother performance journey over the long term.

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Market Pulse - August 2022

Each month, Lenny McLoughlin, 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.

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Market Pulse - July 2022

Each month, Lenny McLoughlin, 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.

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Pension Irish Property Fund - Quarter 2 2022

Despite obvious challenges, the Irish economy has performed well through the first half of 2022. The ERSI anticipates GDP growth to be 6.8% for the full year, reducing to 4.8% in 2023. Strong export growth is driving these numbers. Modified domestic demand (a measure of economic activity that excludes certain types of activity such as intellectual property and aircraft leasing) for 2022 and 2023 is projected to be 4.4% and 3.3% respectively.

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Quarter in Review Q2 2022

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.

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ILIM ESG strategy, policy and responsibility: ESG within real estate development projects

The ILIM sustainability policy for development projects targets the implementation of key elements of globally recognised sustainability standards, including LEED (Leadership in Energy and Environmental Design), WELL Building Standard and net-zero carbon, to achieve best-in-class standards.

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Investment Outlook 2021

Our Investment Outlook video looks at the key themes for 2021 and beyond.

Investment Outlook Podcast 2021

Our Investment Outlook podcast looks at the key themes for 2021 and beyond.

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Investment Outlook 2021

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Irish Life Investment Managers (ILIM) is the appointed asset manager to Irish Life Group Limited. ILIM is committed to innovating and leading the market with best in class investment solutions designed to meet the specific investment needs of our clients. Call us at: +353-1-704 1200 or email [email protected]

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