Anchor Pacific’s July 2020 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 19 of 20 asset classes
Top 3
Gold +10.79% | Emerging Markets +8.58% | US Large Cap +5.89%
Bottom 3
International Developed Equities (EAFE-C$H) -1.10% | US Total Bond Market +1.33% | Canadian Dollar +1.35%
Canadian Markets
Equities +4.38% | Bonds +1.43% | IG Credit +1.88% | CAD +1.35%
Past 3 Months
Positive returns for 20 of 20 asset classes
Top 3
Commodities +26.77% | Emerging Markets Broad +19.42% | Gold +16.77%
Bottom 3
US Total Bond Market +2.69% | US Long Term Treasury Bonds +2.94% | Canadian Total Bond Market +3.63%
Canadian Markets
Equities +10.14% | Bonds +3.63% | IG Credit +5.46% | CAD +3.82%
Past 12 Months
Positive returns for 15 of 20 asset classes
Top 3
Gold +39.20% | US Long Term Treasury Bonds +31.13% | US IG Credit +14.80%
Bottom 3
Commodities -31.00% | US REITs -5.05% | International Developed Equities (EAFE-C$H) -4.83%
Canadian Markets
Equities +1.91% | Bonds +9.26% | IG Credit +8.00% | CAD -1.15%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 0.55% (11 bp lower)
30 year Government 1.20% (21 bp lower)
Yield Curve (2-30) 109 bp (flatter by 16 bp)
High Yield spread 516 bp (tighter by 128 bps)
Volatility (VIX): 24.46 (-19.62% M-O-M, -28.37% from 3 months ago)
Oil: $40.27 (2.55% M-O-M, 113.75% from 3 months ago)
Gold: $1974.70 (11.52% M-O-M, 15.03% from 3 months ago)
USD / Euro: €0.85 (Euro stronger by 4.64% M-O-M, stronger by 6.97% from 3 months ago)
USD / Yen: ¥105.89 (Yen stronger by 1.89% M-O-M, stronger by 1.20% 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
