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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.

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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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  • Article/Press Release
  • 09.05.22
  • Martin O'Reilly
Stocks graph

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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  • Monthly Market Pulse
  • 09.05.22
  • ILIM
City Quay For Market Update

Pension Irish Property Fund - Quarter 1 2022

The first months of 2022 have been marked by 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 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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  • Property Quarterly Reports
  • 27.04.22
  • Brendan O'Regan
Dynamic Share To Cash Strategy

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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  • Quarter in review
  • 11.04.22
  • Conor Kearney
Stocks graph

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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  • Article/Press Release
  • 06.04.22
  • ILIM
Stocks graph

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

Markets Update on Russia/Ukraine Crisis - Webinar Summary

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  • Article/Press Release
  • 16.03.22
  • ILIM
Corp 2

CIO Update on Russia/Ukraine Crisis - 8 March 2022

CIO Update on Russia/Ukraine Crisis - Webinar Summary

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  • Article/Press Release
  • 09.03.22
  • ILIM
Green shoots in the rain

Market Pulse - February 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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  • Monthly Market Pulse
  • 08.03.22
  • ILIM
Corp 2

CIO Update on Russia/Ukraine Crisis - Webinar Summary

Markets Update on Russia/Ukraine Crisis - Webinar Summary

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  • Article/Press Release
  • 02.03.22
  • ILIM
Green shoots in the rain

Market Pulse - January 2022

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
  • 07.02.22
  • ILIM