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 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.
- CIO Lens
- 11.04.25