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January 2024 Scorecard

Anchor Pacific’s January 2024 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 7 of 20 asset classes

 

Top 3

  • Commodities 4.39% | US Large Cap Equities 1.59% | International Developed Equities (EAFE-C$H) 1.42%

 

Bottom 3

  • US REITs (5.06%) | US Small Cap Equities (3.90%) | Emerging Markets Broad (3.55%)

 

Canadian Markets

  • Equities 0.57% | Bonds (1.47%) | IG Credit (0.78%) | CAD (1.25%)

 

 

Past 3 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Small Cap Equities 17.67% | US Long Term Treasury Bonds 16.79% | US REITs 16.46%

 

Bottom 3

  • Commodities (3.19%) | Gold 2.37% | Emerging Markets Broad (C$) 3.24%

 

Canadian Markets

  • Equities 12.31% | Bonds 6.61% | IG Credit 6.63% | CAD 3.43%

 

 

Past 12 months

Positive returns for 15 of 20 asset classes

 

Top 3

  • US Large Cap Equities 20.60% | International Developed Equities (EAFE-C$H) 12.83% | US High Yield 8.22%

 

Bottom 3

  • US Long Term Treasury Bonds (6.67%) | US REITs (3.81%) | Emerging Markets Broad (2.74%)

 

Canadian Markets

  • Equities 4.66% | Bonds 2.05% | IG Credit 4.31% | CAD 0.69%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.99% (11 bps higher)

  • 30 year Government 4.22% (19 bps higher)

  • Yield Curve (3m-10y)  (143 bps) (further inverted by 9 bps)

  • High Yield spread 359 bps (wider by 20 bps)

 

Volatility (VIX): 14.35 (15.26% M-O-M, (20.89%) from 3 months ago)

Oil: $75.85 (5.86% M-O-M, (6.38%) from 3 months ago)

Gold: $2,067.40 ( (0.21%) M-O-M, 3.67% from 3 months ago)

USD / EURO: € 0.92 (Euro weaker by 2.01% M-O-M, stronger by (2.22%) from 3 months ago)

USD / Yen: ¥146.88 (Yen weaker by 4.13% M-O-M, stronger by (3.16%) from 3 months ago)

 

*Information above is from 2024.01 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2024.01 Investment Scorecard
.pdf
Download PDF • 663KB

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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