top of page

December 2023 Scorecard

Anchor Pacific’s December 2023 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


January 2023 Investment Snapshot
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 12.13% | US REITs 9.45% | US Long Term Treasury Bonds 8.69%

 

Bottom 3

  • Commodities (3.00%) | Emerging Markets Broad (C$) 0.65% | Gold 1.28%

 

Canadian Markets

  • Equities 3.89% | Bonds 3.56% | IG Credit 3.36% | CAD 2.37%

 

 

Past 3 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US REITs 18.23% | US Small Cap Equities 13.98% | US Long Term Treasury Bonds 12.94%

 

Bottom 3

  • Commodities (10.88%) | Canadian Dollar 2.58% | Emerging Markets Broad (C$) 4.18%

 

Canadian Markets

  • Equities 8.11% | Bonds 8.29% | IG Credit 8.02% | CAD 2.58%

 

 

Past 12 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Large Cap Equities 26.18% | International Developed Equities (EAFE) 17.93% | US Small Cap Equities 16.83%

 

Bottom 3

  • Commodities (5.51%) | US Long Term Treasury Bonds 2.77% | US Inflation Protected Bonds 3.80%

 

Canadian Markets

  • Equities 11.73% | Bonds 6.64% | IG Credit 8.30% | CAD 3.94%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.88% (49 bps lower)

  • 30 year Government 4.03% (51 bps lower)

  • Yield Curve (3m-10y) (152 bps) (flatter by 44 bps)

  • High Yield spread 339 bps (tighter by 45 bps)

 

Volatility (VIX): 12.45 ( (3.64%) M-O-M, (28.94%) from 3 months ago)

Oil: $71.65 ( (5.67%) M-O-M, (21.08%) from 3 months ago)

Gold: $2,071.80 (1.65% M-O-M, 9.89% from 3 months ago)

USD / EURO: € 0.91 (Euro stronger by 1.35% M-O-M, stronger by 4.20% from 3 months ago)

USD / Yen: ¥141.04 (Yen stronger by 4.82% M-O-M, stronger by 5.56% from 3 months ago)

 

*Information above is from 2023.12 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2023.12 Investment Scorecard
.pdf
Download PDF • 658KB

Komentáře


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.

Aligned Logo White.png
CIPF-Logo-White.png
CIRO_Regulated_Light.png

Back to:

bottom of page