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Market Insights
Market Pulse - February 2025

Market Pulse - February 2025

Monthly Market Pulse
11.03.25
ILIM

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Insights

CIO Lens

ILIM Investment Outlook Q2 Update: Shifting Sands

Policy developments so far in 2025 have altered global dynamics with trade tensions likely to keep uncertainty elevated in the coming months, despite relief that the US is pausing proposed “reciprocal” tariffs for three months. We have a neutral call on equities as downside risks have risen and policy visibility is lacking although share prices have fallen significantly and valuations are now below long term averages which provide upside potential if positive surprises emerge. Maintaining diversified exposure with strong risk-management features remains key for investors during these turbulent times.

Insights

Quarter in review

Quarter in Review Q1 2025

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.

Irish Life

Irish Life the largest life and pensions group and fund manager in Ireland, employing 2,000 people and servicing one million customers.

irishlife.ie

Irish Life Health

Welcome to Ireland’s newest health Insurer, Irish Life Health. Bringing fresh options and innovation to the health insurance market.

irishlifehealth.ie

Irish Life Corporate Business

The largest provider of company pensions, life insurance and income protection for companies and affinity groups across Ireland.

irishlifecorporatebusiness.ie

Irish Life Investment Managers Limited, ILIM, is authorised as an investment firm by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulations 2017 - S.I. No. 375/2017. ILIM has been granted the International Adviser exemption from registration in Manitoba and Ontario, Canada. Irish Life Investment Managers Limited is a registered investment adviser with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.

Irish Life Investment Managers company is registered in Ireland. Registered office is Beresford Court, Beresford Place, Dublin 1. Registered number 116000