Jan 14, 20202 min
Updated: Oct 13, 2021
Anchor Pacific’s December 2019 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.
To download the complete Monthly Investment Scorecard, please click on the link below:
Month-over-Month
Positive returns for 16 of 20 asset classes
Top 3
Emerging Markets +7.07% | Commodities +6.43% | Gold +3.66%
Bottom 3
US L-T Treasury Bonds -3.20% | Canadian Total Bond Market -1.08% | Canadian IG Credit -0.68%
Canadian Markets
Equities +0.36% | Bonds -1.08% | Credit -0.68% | CAD +2.34%
Past 3 Months
Positive returns for 17 of 20 asset classes
Top 3
Emerging Markets Broad +11.86% | US Small Cap +9.87% | US Large Cap +8.99%
Bottom 3
US L-T Treasury Bonds -4.66% | Canadian Total Bond Market -0.74% | Canadian IG Credit -0.10%
Canadian Markets
Equities +3.16% | Bonds -0.74% | Credit -0.10% | CAD +2.19%
Past 12 Months
Positive returns for 20 of 20 asset classes
Top 3
US Large Cap +31.22% | US REITs +28.91% | US Small Cap +25.39%
Bottom 3
Canadian Dollar +5.94% | Canadian Total Bond Market +7.28% | Canadian IG Credit +7.90%
Canadian Markets
Equities +22.76% | Bonds +7.28% | Credit 7.90% | CAD +5.94%
US Yields
10 year Government 1.92% (14 bp higher)
30 year Government 2.39% (18 bp higher)
Yield Curve (2-30) 81 bp (steeper by 21 bp)
High Yield spread 360bp (tighter by 41 bp)
Volatility (VIX): 13.78 (+9.19% M-O-M, -15.15% from 3 months ago)
Oil: $61.06 (+10.68% M-O-M, +12.93% from 3 months ago)
Gold :$1,523.00 (+4.58% M-O-M, +2.38% from 3 months ago)
USD / Euro: €0.89 (Euro stronger by 1.74% M-O-M, stronger by 2.78% from 3 months ago)
USD / Yen: ¥108.62 (Yen stronger by 0.82% M-O-M, weaker by 0.50% from 3 months ago)
Download the complete Monthly Investment Scorecard here:
Anchor Pacific Investment Management Corp. (“Anchor Pacific”) is a Vancouver, BC-based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios to deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.
To learn more about how Anchor Pacific can help you shelter, protect, and grow your money, contact us at 604-336-9080 or info@anchorpacificgroup.com