VIP Growth Portfolio Performance OverviewThe VIP Growth Portfolio continued to deliver positive performance during the September quarter, yielding a gross return of 1.21% outperforming its benchmark by 46 bps. Over the full quarter, the portfolio delivered a return 4.6%, resulting in a 15bps … [Read more...] about September 2025 Market Report
December 2023 Market Report
Inflation moderated, and rate cut bets ramped upThe December quarter saw US and Australian inflation continue to moderate, coming closer to the Feds and RBAs target range. The markets took this in their stride and started to price in multiple rate cuts in America for 2024 beginning as early as … [Read more...] about December 2023 Market Report
December 2021 Market Report
Value Investment Partners Market Report December 2021 Just as Delta and broader COVID issues looked to be easing and the world was returning to some normality, the emergence of Omicron late in the December quarter threw society and markets back into uncertainty. The emergence of Omicron not … [Read more...] about December 2021 Market Report
September 2021 Market Report
Value Investment Partners Market Report September 2021 Labour and supply shortages, shipping bottlenecks, COVID delta variant, inflation and vaccine hesitancy. There were plenty of worries in Q3, but markets remained mostly positive across the quarter as economies continued to open and society … [Read more...] about September 2021 Market Report
June 2021 Market Report
Value Investment Partners Market Report June 2021 The Australian economy continued to recover in the last quarter of the financial year underpinned by large fiscal spending, low levels of unemployment, strong consumer and business sentiment, and monetary policy support. The continued … [Read more...] about June 2021 Market Report
March 2021 Market Report
Value Investment Partners Market Report March 2021 The final quarter in the year saw a surge in the Australian equities market off the back of improving economic growth data, as the ASX 200 closed at 4.26%. Across the board, Financials were up 11.3%, Consumer Discretionary up 7.4%, and … [Read more...] about March 2021 Market Report
December 2020 Market Report
Value Investment Partners Market Report December 2020 The Australian equity market continued to rally back in the final quarter of the year, returning a 9.4% uptick and finishing the calendar year at -2.0%. The rally this past quarter was predominantly driven by positive COVID-19 vaccine … [Read more...] about December 2020 Market Report
September 2020 Market Report
Value Investment Partners Market Report September 2020 The third quarter of 2020 saw a regression in the Australian equities’ momentum from last quarter, as the ASX 200 index closed at -0.42%. Unprecedently in a time of economic struggle, the market reacted well to typically classified … [Read more...] about September 2020 Market Report


