Anchor Pacific’s August 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:
Summary of Returns
Month-over-Month
Positive returns for 6 of 16 asset classes
Top 3
US L-T Treasury Bonds 11.05% | US Total Bond Market 2.78% | US Inflation Protected Bonds 2.33%
Bottom 3
US Small Cap Equities -4.93% | Commodities -4.88% | Emerging Markets (US$) -3.26%
Canadian Markets
Equities +0.46% | Bonds +2.05% | CAD -0.71%
Past 3 Months
Positive returns for 14 of 16 asset classes
Top 3
US L-T Treasury Bonds +12.39% | US Large Cap Equities 6.76% | US Total Bond Market 4.10%
Bottom 3
Emerging Markets (C$) -1.60% | Commodities -1.27% | Emerging Markets (US$) 0.09%
Canadian Markets
Equities 3.26% | Bonds +3.04% | CAD 1.87%
Past 12 Months
Positive returns for 10 of 16 asset classes
Top 3
US L-T Treasury Bonds +24.96% | US Total Bond Market 10.59% | Canadian Bonds +9.50%
Bottom 3
Commodities -15.02% | US Small Cap -12.92% | EAFE -4.24%
Canadian Markets
Equities +4.35% | Bonds +9.50% | CAD -1.15%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 1.50% (-52 bp lower)
30 year Government 1.96% (-57 bp lower)
Yield Curve (2-30) 46 bp (flatter by 18 bp)
High Yield spread 490bp (wider by 97 bp)
Volatility (VIX): 18.98 (+17.74% M-O-M, 1.44% from 3 months ago)
Oil: $55.10 (-5.94% M-O-M, +2.99% from 3 months ago)
Gold :$1,526.55 (+6.71% M-O-M, +17.79% from 3 months ago)
USD / Euro: € 0.91 (Euro weaker by 0.78% M-O-M, weaker by 1.76% from 3 months ago)
USD / Yen: ¥ 106.31 (Yen stronger by 2.24% M-O-M, stronger by 1.82% 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
