Anchor Pacific’s April 2024 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 4 of 20 asset classes
Top 3
Gold 2.99% | Emerging Markets Broad 0.96% | Commodities 0.95%
Bottom 3
US REITs (7.94%) | US Small Cap Equities (6.85%) | US Long Term Treasury Bonds (6.46%)
Canadian Markets
Equities (1.78%) | Bonds (2.15%) | IG Credit (1.51%) | CAD (1.49%)
Past 3 months
Positive returns for 12 of 20 asset classes
Top 3
Gold 12.43% | Emerging Markets Broad (C$) 8.91% | International Developed Equities (EAFE-C$H) 7.07%
Bottom 3
US Long Term Treasury Bonds (7.85%) | US REITs (4.29%) | US IG Credit (3.65%)
Canadian Markets
Equities 4.09% | Bonds (2.01%) | IG Credit (0.64%) | CAD (1.71%)
Past 12 months
Positive returns for 14 of 20 asset classes
Top 3
US Large Cap Equities 22.44% | International Developed Equities (EAFE-C$H) 16.91% | Gold 14.65%
Bottom 3
US Long Term Treasury Bonds (14.07%) | US Total Bond Market (1.78%) | US Inflation Protected Bonds (1.60%)
Canadian Markets
Equities 8.76% | Bonds (1.03%) | IG Credit 2.54% | CAD 0.69%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.69% (49 bps higher)
30 year Government 4.79% (45 bps higher)
Yield Curve (3m-10y) (77 bps) (further inverted by 49 bps)
High Yield spread 318 bps (wider by 3 bps)
Volatility (VIX): 15.65 (20.29% M-O-M, 9.06% from 3 months ago)
Oil: $81.93 ( (1.49%) M-O-M, 8.02% from 3 months ago)
Gold: $2,302.90 (3.40% M-O-M, 11.93% from 3 months ago)
USD / EURO: € 0.94 (Euro weaker by 1.19% M-O-M, weaker by 1.43% from 3 months ago)
USD / Yen: ¥157.80 (Yen weaker by 4.29% M-O-M, weaker by 7.43% from 3 months ago)
*Information above is from 2024.04 Investment Scorecard
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