Anchor Pacific’s April 2020 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:
Summary of Returns
Month-over-Month
Positive returns for 19 of 20 asset classes
Top 3
US Small Cap Equities +13.85% | US Large Cap Equities +12.70% | Canadian Equities +11.24%
Bottom 3
Commodities -8.82% | Canadian Dollar +1.11% | US Long Term Treasury Bonds +1.22%
Canadian Markets
Equities +11.24% | Bonds +5.26% | IG Credit +7.23% | CAD +1.11%
Past 3 Months
Positive returns for 5 of 20 asset classes
Top 3
US L-T Treasury Bonds +14.81% | Gold +6.34% | US Total Bond Market +2.79%
Bottom 3
Commodities -41.48% | US Small Cap Equities -18.51% | US REITs -18.34%
Canadian Markets
Equities -13.77% | Bonds +2.29% | IG Credit -0.93% | CAD -4.92%
Past 12 months
Positive returns for 9 of 20 asset classes
Top 3
US L-T Treasury Bonds +37.74% | Gold +31.02% | US IG Credit +11.96%
Bottom 3
Commodities -48.26% | US Small Cap Equities -16.47% | Emerging Markets -13.81%
Canadian Markets
Equities -7.69% | Bonds +8.34% | IG Credit +5.20% | CAD -3.20%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 0.64% (6 bp lower)
30 year Government 1.28% (7 bp lower)
Yield Curve (2-30) 108 bp (flatter by 4 bp)
High Yield spread 763 bp (tighter by 114 bp)
Volatility (VIX): 34.15 (-36.22% M-O-M, 81.26% from 3 months ago)
Oil: $18.84 (-8.01% M-O-M, -63.46% from 3 months ago)
Gold: $1716.75 (6.99% M-O-M, 8.60% from 3 months ago)
USD / Euro: €0.91 (Euro weaker by 0.67% M-O-M, weaker by 1.24% from 3 months ago)
USD / Yen: ¥107.18 (Yen stronger by 0.33% M-O-M, stronger by 1.12% 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
