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January 2023 Scorecard

Anchor Pacific’s January 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 REITs 10.40% | US Small Cap Equities 9.82% | International Developed Equities (EAFE) 9.03%


Bottom 3

  • Commodities (0.09%) | Canadian Dollar 1.94% | US Inflation Protected Bonds 2.08%


Canadian Markets

  • Equities 7.37% | Bonds 2.96% | IG Credit 3.01% | CAD 1.94%



Past 3 months

Positive returns for 19 of 20 asset classes


Top 3

  • Emerging Markets Broad 21.07% | International Developed Equities (EAFE) 20.03% | Gold 18.10%


Bottom 3

  • Commodities (2.93%) | US Inflation Protected Bonds 2.58% | Canadian Dollar 2.75%

Canadian Markets

  • Equities 7.78% | Bonds 4.27% | IG Credit 5.30% | CAD 2.75%



Past 12 months

Positive returns for 4 of 20 asset classes


Top 3

  • Commodities 10.93% | Gold 6.73% | International Developed Equities (EAFE-C$H) 2.17%

Bottom 3

  • US Long Term Treasury Bonds (22.96%) | Emerging Markets Broad (11.52%) | US REITs (11.09%)


Canadian Markets

  • Equities 1.48% | Bonds (5.74%) | IG Credit (4.14%) | CAD (4.08%)

 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.52% (36 bps lower)

  • 30 year Government 3.65% (32 bps lower)

  • Yield Curve (3m-10y) (118 bps) (further inverted by 64 bps)

  • High Yield spread 430 bps (tighter by 51 bps)

Volatility (VIX): 19.40 ( (10.48%) M-O-M, (25.04%) from 3 months ago)

Oil: $79.15 ( (1.64%) M-O-M, (8.53%) from 3 months ago)

Gold: $1,929.50 (5.66% M-O-M, 17.60% from 3 months ago)

USD / EURO: € 0.92 (Euro stronger by 1.42% M-O-M, stronger by 8.96% from 3 months ago)

USD / Yen: ¥130.12 (Yen stronger by 0.76% M-O-M, stronger by 12.50% from 3 months ago)


*Information above is from 2023.01 Investment Scorecard

 

Download the complete Monthly Investment Scorecard here:

2023.01 Investment Scorecard
.pdf
Download PDF • 670KB

Kommentare


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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