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
June 2022 Market Report
Value Investment Partners Market Report June 2022 Inflation and fears about recession dominated equity markets over the June quarter with international markets declining significantly. The US Dow Jones was down 11.2%, the German DAX was down 11.3% and Australia’s All Ords was down 11.7%. VIP as … [Read more...] about June 2022 Market Report
March 2022 Market Report
Value Investment Partners Market Report MARCH 2022 Volatility, due to economic uncertainty, dominated the March quarter with equity markets swinging aggressively. As the new year started, the emergence of a fifth COVID variant (Omicron) and what it meant for inflation and interest rates … [Read more...] about March 2022 Market Report