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Emerging markets have quietly reasserted themselves
Following the drawdown triggered by the escalation of conflict in the Middle East, EM equities have recovered strongly, with the MSCI Emerging Markets Index now approaching prior highs. While this resilience may appear surprising given geopolitical and energy sensitivities, it is important to recognise how difficult this asset class has been historically.
Irish commercial property continues to show clear signs of recovery as we move through early 2026, supported by a resilient economic backdrop.
We have held gold in our multi-asset portfolio for many years despite not being “gold bugs” by any means. Our logic for holding gold was based on economic history. We view gold as insurance and as a store of value when confidence in fiat currencies and financial engineering wavers or collapses.
Is an AI bubble starting to form? Derek Heffernan explores where risks are building – and how selective diversification can uncover attractive opportunities.
We explore how a resilient economy, steady interest rates, and renewed investor appetite are driving growth across office, retail, and industrial markets.
Discover global equity opportunities in Emerging Markets, Developed Markets ex-US, and deep-value US stocks, balancing risk with long-term growth.
In the August 2025 monthly monitor, Gresham House Ireland reviews the risks of AI overinvestment and rising US tariffs, alongside reasons for continued equity market optimism. Discover how supportive fiscal policy, low oil prices and attractive valuations are shaping investment opportunities.
Explore the factors influencing the US Dollar’s trajectory, including Washington’s policy mix, fiscal deficit, and potential short-term catalysts for outperformance. Stay informed with insights from Senior Investment Analyst Kudakwashe Damba.
Explore the factors influencing the US Dollar’s trajectory, including Washington’s policy mix, fiscal deficit, and potential short-term catalysts for outperformance. Stay informed with insights from Senior Investment Analyst Kudakwashe Damba.
Explore how climate change is reshaping timber markets. Discover rising demand, limited supply, and timber’s role in portfolio diversification. Request your copy of the Gresham House Global Timber Outlook 2025.
European banks are outperforming major tech stocks, yet still trade at deep discounts. Explore why improving fundamentals and rising loan growth make this sector a hidden gem for investors.
Our Gresham House Annual Review for the year ended 31 December 2024 is now available.
Derek Heffernan and Kathryn Hannon take a look at the macro-economic backdrop and provide an update on the market outlook.
We are pleased to share our fourth annual Sustainable Investment report, covering our range of initiatives and commitments.
We are pleased to announce a transformational year in 2023, delivering strong financial returns for clients and a growing suite of sustainable investment solutions.
In this webinar, Kuda Damba, Kathryn Hannon and Derek Heffernan outline the key macroeconomic trends and investment opportunities in 2024.
Our AI content series will involve several conversations with CEOs across our portfolio companies, discussing how they are embracing AI technology.
Join Kathryn Hannon, John Mattimoe and Derek Heffernan as they explore opportunities in today’s market.
Join Kathryn Hannon, John Mattimoe and Derek Heffernan as they discuss the prospect of a ‘Recession’ or a ‘recession’, consider how equities outside of the US remain at attractive valuations, allowing for buying opportunities, and what this all means for the positioning of our suite of funds in Ireland.
We are pleased to announce another year of growth, organically and through acquisitions.
With negative overriding feeling within markets but a sense that a recession has already been priced in, we take a look back at 2022 and delve into what’s to come in 2023.
Join Senior Client Relationship Manager, Ian Naughton and Fund Manager, John Mattimoe, as they discuss the current economic environment, review the valuation of the Small Cap sector, and update on performance of the Fund.
A look at how 2022 is a year of transition and uncertainty around the changes in the market.
The investment story of 2022 so far has been rising bond yields, due to inflation returning with a vengeance.
2022 is already proving to be a rude awakening for investors that believed the benign environment of 2021 was set to continue.
2021 ended very positively for the Gresham House Ireland Equity and Multi-Asset funds and all enjoyed a very strong year.
We hosted our inaugural Capital Markets Day on Thursday 4 November, providing an update on GH25 progress and insights into the business
Gresham House bolsters Strategic Equity team with appointments of Amber Stone-Brown and Cassie Herlihy
Gresham House hires Chris Elliott as the business looks to further strengthen its reach among UK discretionary and advisory investors.
Gresham House releases its first Sustainable Investment Report, setting out in detail our progress and commitments to sustainability
We announced another year of strong growth, both organically and through acquisition, with Assets Under Management (AUM) increasing by 42% to £4.0 billion, and significant increases to revenue and adjusted operating profit.
Based in Dublin, Appian is an active asset manager with c. €330m AUM, investing globally across traditional and alternative assets.
Tony Dalwood and Kevin Acton provide an update on Gresham House plc’s performance in the year to date and outlook for the rest of the year and beyond.
Tony Dalwood and his senior management team will share successes from the past five years and our strategy through the next five
Gresham House
Specialist asset management
