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.
Market Pulse - July 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
- 11.08.23
ILIM Market Review - End July 2023
Index performances and market data
- Latest Weekly Market Review
- 08.08.23
Pension Irish Property Fund - Quarter 2 2023
The Fund produced a total return of -2.94% in Q2. This was largely driven by yield expansion in the office sector – negatively impacted by the continued rise in interest rates, lower occupational demand and increased allowances for future capital works to enhance building specification, in particular expenditure to enhance sustainability credentials. In addition, the Fund’s income return reduced marginally in 2022, owing to the progression of properties moving into the development stage of their life cycles
- Property Quarterly Reports
- 01.08.23
Quarter in Review Q2 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
- 13.07.23
ILIM Market Review - End June 2023
Index performances and market data
- Latest Weekly Market Review
- 03.07.23
Market Pulse - May 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
- 07.06.23
ILIM Market Review - End May 2023
Index performances and market data
- Latest Weekly Market Review
- 06.06.23
Market Pulse - April 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
- 11.05.23
ILIM Market Review - End April 2023
Index performances and market data
- Latest Weekly Market Review
- 08.05.23
Quarter in Review Q1 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
- 06.04.23