July 2021 Scorecard

Anchor Pacific’s July 2021 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


July 2021 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

July 2021 Investment Scorecard


 

Summary of Returns

Month-over-Month

Positive returns for 15 of 20 asset classes

Top 3

  • US REITs +4.42% | US Long Term Treasury Bonds +3.72% | US Large Cap Equities (C$) +2.89%

Bottom 3

  • Emerging Markets Broad -5.89% | Emerging Markets Broad (C$) -5.39% | US Small Cap Equities -3.63%

Canadian Markets

  • Equities +0.81% | Bonds +1.02% | IG Credit +0.94% | CAD -0.66%


Past 3 Months

Positive returns for 16 of 20 asset classes

Top 3

  • US Long Term Treasury Bonds +8.30% | US REITs +8.04% | Commodities +7.95%

Bottom 3

  • Emerging Markets Broad -3.02% | Emerging Markets Broad (C$) -1.90% | Canadian Dollar -1.60%

Canadian Markets

  • Equities +6.89% | Bonds +2.71% | IG Credit +2.35% | CAD -1.60%


Past 12 Months

Positive returns for 15 of 20 asset classes

Top 3

  • Commodities +51.63% | US Small Cap Equities +51.56% | US Large Cap Equities +36.30%

Bottom 3

  • US Long Term Treasury Bonds -11.30% | Gold -8.42% | Canadian Total Bond Market -2.85%

Canadian Markets

  • Equities +29.28% | Bonds -3.05% | IG Credit -0.87% | CAD +6.88%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 1.24% (21.0 bps lower)

  • 30 year Government 1.89% (17.0 bps lower)

  • Yield Curve (2-30) 170 bps (flatter by 11 bps)

  • High Yield spread 326 bps (wider by 22.0 bps)

Volatility (VIX): 18.24 (15.22% M-O-M, -1.99% from 3 months ago)

Oil: $73.95 (0.65% M-O-M, 16.31% from 3 months ago)

Gold: $1828.25 (4.01% M-O-M, 3.36% from 3 months ago)

USD / Euro: €0.84 (Euro stronger by 0.12% M-O-M, weaker by 1.26% from 3 months ago)

USD / Yen: ¥109.70 (Yen stronger by 1.26% M-O-M, weaker by 0.39% from 3 months ago)


 


Download the complete Monthly Investment Scorecard here:

2021.07 Investment Scorecard
.pdf
Download PDF • 266KB

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). 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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