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](/media/vrcgud42/dynamic-share-to-cash-strategy.jpg?width=400&height=300&rnd=133391810038970000)
Quarter in Review Q2 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.
- Quarter in review
- 05.07.24
![Stocks graph](/media/dg0dup33/shutterstock_134081012.jpg?width=400&height=300&rnd=133391810053730000)
ILIM Market Review - End June 2024
Index performances and market data
- Latest Weekly Market Review
- 02.07.24
![Shutterstock 2002731482](/media/vyeniox3/shutterstock_2002731482.jpg?width=400&height=300&rnd=133391810058570000)
Market Pulse - May 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.
- Monthly Market Pulse
- 10.06.24
![Stocks graph](/media/dg0dup33/shutterstock_134081012.jpg?width=400&height=300&rnd=133391810053730000)
ILIM Market Review - End May 2024
Index performances and market data
- Latest Weekly Market Review
- 01.05.24
![Stocks graph](/media/dg0dup33/shutterstock_134081012.jpg?width=400&height=300&rnd=133391810053730000)
ILIM Market Review - End April 2024
Index performances and market data
- Latest Weekly Market Review
- 01.05.24
![Shutterstock 2002731482](/media/vyeniox3/shutterstock_2002731482.jpg?width=400&height=300&rnd=133391810058570000)
Market Pulse - April 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.
- Monthly Market Pulse
- 08.04.24
![Dynamic Share To Cash Strategy](/media/vrcgud42/dynamic-share-to-cash-strategy.jpg?width=400&height=300&rnd=133391810038970000)
Quarter in Review Q1 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.
- Quarter in review
- 08.04.24
![Stocks graph](/media/dg0dup33/shutterstock_134081012.jpg?width=400&height=300&rnd=133391810053730000)
ILIM Market Review - End March 2024
Index performances and market data
- Latest Weekly Market Review
- 04.04.24
![Institutional Property Q2 2023](/media/sffjugwj/institutional-property-q2-2023.jpg?width=400&height=300&rnd=133391810019770000)
Pension Irish Property Fund - Quarter 4 2023
The steady rise in European Central Bank (ECB) interest rates from July 2022 (0.0%) to September 2023 (4.50%) led to a contraction in investment activity into property, which is heavily reliant on debt financing and investor sentiment. This perpetuated a rise in valuation yields across all property sectors, having a negative impact on values. The MSCI All Property Ireland Index equivalent yield moved out 1.0% in the 18 months to December 2023, from 5.5% to 6.6%. The spread of property yields to government bonds therefore improved by 0.73% to 4.3%, thereby increasing the relative attractiveness of property yields.
- Property Quarterly Reports
- 22.03.24
![Shutterstock 2002731482](/media/vyeniox3/shutterstock_2002731482.jpg?width=400&height=300&rnd=133391810058570000)
Market Pulse - February 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.
- Monthly Market Pulse
- 06.03.24