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 Weekly Market Review - Week 25 2022

Each week, our Retail Investment Manager, Cian O'Mahony, looks at the main stories in the Irish and global investment markets.

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ILIM ESG strategy, policy and responsibility: ESG within real estate development projects

The ILIM sustainability policy for development projects targets the implementation of key elements of globally recognised sustainability standards, including LEED (Leadership in Energy and Environmental Design), WELL Building Standard and net-zero carbon, to achieve best-in-class standards.

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Mid Year Investment Webinar 2022

This Mid Year Investment Outlook reviews the major themes of 2022 that have impacted global equities, bonds, alternative assets and Irish property.

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Market Pulse - May 2022

Each month, Lenny McLoughlin, 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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Market Pulse - April 2022

Each month, Conor Kearney, Fund Manager sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Conor also shares his insights on the forces shaping markets in the short-to-medium term.

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Irish Life Investment Managers announces new Pan European Real Estate initiative which is targeted to grow to over €1bn.

Irish Life Investment Managers announces new Pan European Real Estate initiative which is targeted to grow to over €1bn. • Gives access to diversification benefits of investing in pan-European real estate markets, with good inflation-linked features • Well positioned to provide returns with strong sustainability characteristics • First two properties in France and Belgium have been purchased

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Pension Irish Property Fund - Quarter 1 2022

The first months of 2022 have been marked by the tragic events that unfolded in Ukraine, dominating political activity, and unsettling the world economy. While it remains unknown how long the crisis will persist, some of the economic consequences have already been felt. In the US, headline inflation reached +7.9% in February and Eurozone inflation reached +7.5% during March. Since the Russian invasion of Ukraine, commodity prices have soared by 33.1% through Q1 with Brent oil +38.7%, European gas +84.2%, and wheat +29.9%.

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Quarter in Review Q1 2022

Each quarter, Conor Kearney, Fund Manager sifts through market noise to pinpoint the key themes that have influenced markets – and impacted your investments. Conor also shares his insights on the forces shaping markets in the short-to-medium term.

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ILIM End of Quarter Reflection from CIO, Anthony MacGuinness - April 2022

At the start of 2022, we reported that equity markets had ended the previous year strongly and were hitting new highs in early January. Easing concerns on the impact of Omicron and a firm economic backdrop were the key drivers. However, as the quarter progressed investors were faced with new challenges around the unfolding crisis in the Ukraine, stubbornly high inflation and a tougher stance adopted by the US Federal Reserve to rein in inflation expectations. Here, we present our reflections on the implications of this new investment landscape for investors and how we have responded in our portfolios.

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Markets Update on Russia/Ukraine Crisis - 15th March 2022

Markets Update on Russia/Ukraine Crisis - Webinar Summary

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Investment Outlook 2021

Our Investment Outlook video looks at the key themes for 2021 and beyond.

Investment Outlook Podcast 2021

Our Investment Outlook podcast looks at the key themes for 2021 and beyond.

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Investment Outlook 2021

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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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