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December 2022 Scorecard

Anchor Pacific’s December 2022 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


September 2022 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

 

Summary of Returns

Month-over-Month

Positive returns for 1 of 20 asset classes


Top 3

  • Gold 2.93% | Canadian Dollar (0.53%) | Hedge Funds (0.82%)


Bottom 3

  • US Small Cap Equities (6.51%) | US Large Cap Equities (5.76%) | US REITs (5.03%)


Canadian Markets

  • Equities (4.85%) | Bonds (1.49%) | IG Credit (0.90%) | CAD (0.53%)




Past 3 months

Positive returns for 19 of 20 asset classes


Top 3

  • International Developed Equities (EAFE) 16.78% | Gold 9.68% | Emerging Markets Broad 8.57%


Bottom 3

  • US Long Term Treasury Bonds (1.88%) | Canadian Total Bond Market 0.49% | Canadian IG Credit 1.40%


Canadian Markets

  • Equities 5.97% | Bonds 0.49% | IG Credit 1.40% | CAD 2.23%




Past 12 months

Positive returns for 1 of 20 asset classes


Top 3

  • Commodities 24.08% | Gold (0.77%) | Canadian Equities (5.82%)


Bottom 3

  • US Long Term Treasury Bonds (31.23%) | US REITs (26.25%) | US Small Cap Equities (20.48%)


Canadian Markets

  • Equities (5.82%) | Bonds (11.66%) | IG Credit (9.79%) | CAD (6.44%)


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.88% (20 bps higher)

  • 30 year Government 3.97% (17 bps higher)

  • Yield Curve (3m-10y) (54 bps) (steeper by 14 bps)

  • High Yield spread 481 bps (wider by 26 bps)


Volatility (VIX): 21.67 (5.30% M-O-M, (31.47%) from 3 months ago)

Oil: $80.47 ( (0.11%) M-O-M, 1.23% from 3 months ago)

Gold: $1,826.20 (3.77% M-O-M, 9.22% from 3 months ago)

USD / EURO: € 0.93 (Euro stronger by 2.77% M-O-M, stronger by 8.43% from 3 months ago)

USD / Yen: ¥131.11 (Yen stronger by 5.01% M-O-M, stronger by 9.42% from 3 months ago)


*Information above is from 2022.12 Investment Scorecard


 


Download the complete Monthly Investment Scorecard here:

2022.12 Investment Scorecard
.pdf
Download PDF • 667KB

Comments


Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

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