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 - April 2022
Each month, Conor Kearney, Fund Manager sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Conor also shares his insights on the forces shaping markets in the short-to-medium term.
- Monthly Market Pulse
- 09.05.22
Pension Irish Property Fund - Quarter 1 2022
The first months of 2022 have been marked by events that unfolded in Ukraine, dominating political activity, and unsettling the world economy. While it remains unknown how long the crisis will persist, some of the economic consequences have already been felt. In the US, headline inflation reached +7.9% in February and Eurozone inflation reached +7.5% during March. Since the invasion of Ukraine, commodity prices have soared by 33.1% through Q1 with Brent oil +38.7%, European gas +84.2%, and wheat +29.9%.
- Property Quarterly Reports
- 27.04.22
Quarter in Review Q1 2022
Each quarter, Conor Kearney, Fund Manager sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Conor also shares his insights on the forces shaping markets in the short-to-medium term.
- Quarter in review
- 11.04.22
ILIM End of Quarter Reflection from CIO, Anthony MacGuinness - April 2022
At the start of 2022, we reported that equity markets had ended the previous year strongly and were hitting new highs in early January. Easing concerns on the impact of Omicron and a firm economic backdrop were the key drivers. However, as the quarter progressed investors were faced with new challenges around the unfolding crisis in the Ukraine, stubbornly high inflation and a tougher stance adopted by the US Federal Reserve to rein in inflation expectations. Here, we present our reflections on the implications of this new investment landscape for investors and how we have responded in our portfolios.
- Article/Press Release
- 06.04.22
Markets Update on Russia/Ukraine Crisis - 15th March 2022
Markets Update on Russia/Ukraine Crisis - Webinar Summary
- Article/Press Release
- 16.03.22
CIO Update on Russia/Ukraine Crisis - 8 March 2022
CIO Update on Russia/Ukraine Crisis - Webinar Summary
- Article/Press Release
- 09.03.22
Market Pulse - February 2022
Each month, Conor Kearney, Fund Manager sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Conor also shares his insights on the forces shaping markets in the short-to-medium term.
- Monthly Market Pulse
- 08.03.22
CIO Update on Russia/Ukraine Crisis - Webinar Summary
Markets Update on Russia/Ukraine Crisis - Webinar Summary
- Article/Press Release
- 02.03.22
Market Pulse - January 2022
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
- 07.02.22
Pension Irish Property Fund - Quarter 4 2021
Despite the continued disruption and, indeed, uncertainty posed by the Covid-19 pandemic, inward investment into Irish property remained relatively high during 2021. Including forward purchases, €5.5 billion of turnover was recorded during the year; this makes 2021 the second highest year of trade on record. Several factors underpin this appetite, which is a global trend. However, Ireland’s relative economic performance and higher-than-average property returns persist and help maintain an active market.
- Property Quarterly Reports
- 31.01.22