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 Weekly Market Review - Week 45 2019 (Ending 08/11/2019)

Each week, our Retail Investment Manager, Seán Haverty, looks at the main stories in the Irish and global investment markets.

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Market Pulse - November 2019

Each month, our Chief Economist, Lenny Mcloughlin, 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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Irish Life leading the investment industry in adopting Responsible Investment practices across asset management

Company to reach over €15bn in ‘responsibly invested’ assets under management Irish Life targeting a 30% reduction in the carbon intensity of flagship investment portfolios by year end

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Pension Irish Property Fund - Quarter 3 2019

Irish property continues to attract core Asian and European funds – particularly for larger lot-size assets or portfolios.There were five deals in excess of €50m in the second quarter and two during quarter one.

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Light at the end of the Brexit ‘Tunnel Talks’

Following closely guarded ‘tunnel talks’ over the last week the EU and UK finally agreed a Brexit deal this morning. The main elements of the deal are:

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Quarter in Review Q3 2019

Each quarter, our Chief Economist, Lenny Mcloughlin, 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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Investment Outlook

Our Autumn Investment Outlook includes contributions from our in-house fund managers and chief economist who review the major investment themes of 2019 that have impacted global equities, bonds, alternative assets and Irish commercial property as well as examining the likely drivers of markets going into 2020.

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Navigating the challenges of a Low Interest Rate Environment

The recent movement in interest rates is providing more challenges for managing Defined Benefit Schemes. The document goes through the market background, the likely impact on Funding Positions and the actions we see our clients taking to address this operating environment. Liability Driven Investment (LDI) strategies have again performed strongly through this period of market turmoil. Annuity buy-in and buy-outs (BIBO) can still be affordable for better matched schemes, particularly those that already have LDI in place.

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Brexit - An Update

There is a lot of uncertainty regarding the outcome of Brexit, particularly the economic and market impact of a ‘hard no deal’ Brexit. The probability of a ‘no deal’ Brexit has obviously significantly risen after Boris Johnson’s succession as UK prime minister, given the more hardline, aggressive stance he has adopted over the last month or so.

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Pension Irish Property Fund - Quarter 2 2019

Over the second quarter, residential investments boomed. According to Knight Frank, approximately €1.8bn in investment transactions has taken place in Ireland so far over the course of 2019. Of this, €1.2bn was traded in the second quarter, a period where residential investments dominated, accounting for 45% of turnover.

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Irish Life Investment Managers (ILIM) is the appointed asset manager to Irish Life Group Limited. ILIM is committed to innovating and leading the market with best in class investment solutions designed to meet the specific investment needs of our clients. Call us at: +353-1-704 1200 or email [email protected]

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