Year to date VIP’s flagship Growth portfolio has returned strong performance up 6.63%, outperforming its benchmark by 1.15%. Similarly over the June Quarter the Growth portfolio surpassed its benchmark by 8bps. This period benefited from some strategic adjustments in response to market fluctuations, … [Read more...] about June 2024 Market Report
March 2024 Market Report
VIP’s Growth portfolio performed well over the March quarter, up 7.05% exceeding its benchmark by 1.07%. The solid quarterly performance reflected significant outperformance from VIP's equity holdings, a pleasing result given the ongoing conservatism factored into all of the portfolios VIP manages. … [Read more...] about March 2024 Market Report
September 2023 Market Report
Inflation moderated, but it was volatile and uncertainty remainsThe September quarter saw US and Australian inflation continue to moderate, albeit with a fair degree of volatility. The quarter also saw the emergence of a broad view that rates were peaking. Supporting this view was the emergence of … [Read more...] about September 2023 Market Report
Uranium Review
What are the opportunities for ASX investors to leverage the "Global U-Turn" on Nuclear Energy? VIP considered the options available ahead of making a strategic allocation to Global X's ATOM ETF. Follow us on LinkedIn Linkedin … [Read more...] about Uranium Review
June 2023 Market Report
Inflation subsided fuelling mixed responses from bonds and equitiesFortunately, the June quarter saw inflation in both the US and Australia starting to settle back into lower and somewhat more acceptable levels, eliciting different responses from each country’s central bank and throwing their … [Read more...] about June 2023 Market Report
March 2023 Market Report
A broad disparity of views underpins VIP’s ongoing caution! Global Equity markets rallied through the March quarter shrugging off Bond marketconcerns about pending recession. The disparity between the two markets is a global phenomena which at very least reflects heightened uncertainty and at … [Read more...] about March 2023 Market Report
December 2022 Market Report
Value Investment Partners Market Report december 2022 We are not out of the Woods yet! The December quarter brought an easing of inflationary fears as the US reported its first monthly decline in inflation since August 2021 This was reflected in lower US bond yields and stronger US equity markets, … [Read more...] about December 2022 Market Report
September 2022 Market Report
Value Investment Partners Market Report SEPTEMBER 2022 Powell’s reality check reminded markets there’s more pain to come The September quarter was another volatile period for financial markets as they dealt with two months of bullish enthusiasm followed by a reality check from the US Federal … [Read more...] about September 2022 Market Report