Value Investment Partners Market Report June 2020 The second quarter of this year saw Australian equities rapidly recover from the pandemic induced lows of March with the ASX 200 index closing up 14.12% as optimism flooded the market on a ‘V-Shaped’ economic recovery and the increased hopes of a COVID-19

Value Investment Partners Market Report March 2020 The first quarter of 2020 has been the most extraordinary in recent memory, with a record bushfire season followed by flooding in parts of Australia, and now a global pandemic that has halted the global economy to levels reminiscent of wartime. These unprecedented

Market Response To Novel Coronavirus Outbreak How Value Investment Partners Portfolio Construction Is Adding Protection Markets around the world have experienced significant devaluations, with prices falling over 10% in many parts of the wold over the last week. The fall in equity markets has been largely – but not entirely

Value Investment Partners Market Wrap September 2019 The last quarter for the Australian market was a whipsaw, with earnings season in full swing many companies disappointed with over 50% of those which reported in the August reporting season missing analyst expectations. Global trade woes continue to have an irrational and

Value Investment Partners Economic Report July 2019 The month of July gave insight as to how exactly the trade war is affecting the United States and China. Q2 of 2019 saw the Chinese government report the Chinese economy growing at its slowest pace since 1992 when it started publishing numbers,

Value Investment Partners Economic Outlook May 2019 Global markets suffered material losses over the month of May, with systemic downside in markets mainly attributable to the break down of trade negotiations between the US and China as well as the implementation and enforcement of previously announced tariffs on US and