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
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