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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.

Dynamic Share To Cash Strategy

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.

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  • CIO Lens
  • 11.04.25
  • ILIM
Dynamic Share To Cash Strategy

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.

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  • Quarter in review
  • 09.04.25
  • Lenny McLoughlin
Stocks graph

ILIM Market Review - End March 2025

Index performances and market data

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  • Latest Weekly Market Review
  • 04.04.25
  • ILIM
Shutterstock 2002731482

Market Pulse - February 2025

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.

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  • Monthly Market Pulse
  • 11.03.25
  • ILIM
Stocks graph

ILIM Market Review - End February 2025

Index performances and market data

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  • Latest Weekly Market Review
  • 03.03.25
  • ILIM
Shutterstock 2002731482

Market Pulse - January 2025

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.

Read more Download

  • Monthly Market Pulse
  • 10.02.25
  • ILIM
Stocks graph

ILIM Market Review - End January 2025

Index performances and market data

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  • Latest Weekly Market Review
  • 04.02.25
  • ILIM
Dynamic Share To Cash Strategy

Quarter in Review Q4 2024

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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  • Quarter in review
  • 09.01.25
  • Lenny McLoughlin
Stocks graph

ILIM Market Review - End December 2024

Index performances and market data

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  • Latest Weekly Market Review
  • 06.01.25
  • ILIM
Shutterstock 2002731482

Market Pulse - November 2024

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.

Read more Download

  • Monthly Market Pulse
  • 09.12.24
  • ILIM