July 2022 Scorecard

Anchor Pacific’s July 2022 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


July 2022 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

July 2022 Investment Scorecard


 

Summary of Returns

Month-over-Month

Positive returns for 16 of 20 asset classes


Top 3

  • US Small Cap Equities +10.56% | US Large Cap Equities +9.21% | US Large Cap Equities (C$) +8.77%


Bottom 3

  • Gold -2.59% | Emerging Markets Broad (C$) -1.27% | Emerging Markets Broad -0.79%


Canadian Markets

  • Equities +4.67% | Bonds +3.92% | IG Credit +5.71% | CAD +0.46%



Past 3 months

Positive returns for 10 of 20 asset classes


Top 3

  • Canadian IG Credit +3.69% | US IG Credit +2.54% | US Total Bond Market +1.71%


Bottom 3

  • Gold -7.24% | Emerging Markets Broad (C$) -4.74% | Canadian Equities -4.37%


Canadian Markets

  • Equities -4.37% | Bonds +1.65% | IG Credit +3.69% | CAD +0.18%



Past 12 months

Positive returns for 1 of 20 asset classes


Top 3

  • Commodities +40.67% | Canadian Equities -1.50% | US Large Cap Equities (C$) -2.44%


Bottom 3

  • US Long Term Treasury Bonds -20.11% | Emerging Markets Broad -16.75% | Emerging Markets Broad (C$) -14.95%


Canadian Markets

  • Equities -1.50% | Bonds -9.12% | IG Credit -6.74% | CAD -2.94%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 2.67% (31 bps lower)

  • 30 year Government 3.00% (14 bps lower)

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

  • High Yield spread 483 bps (narrower by 104 bps)

Volatility (VIX): 21.33 (-25.71% M-O-M, -36.14% from 3 months ago)

Oil: $97.94 (-7.39% M-O-M, -6.45% from 3 months ago)

Gold: $1,778.70 (-1.58% M-O-M, -6.96% from 3 months ago)

USD / Euro: €0.98 (Euro stronger by 2.58% M-O-M, stronger by 3.16% from 3 months ago)

USD / Yen: ¥133.19 (Yen weaker by 1.87% M-O-M, stronger by 2.59% from 3 months ago)


*Information above is from 2022.07 Investment Scorecard

 


Download the complete Monthly Investment Scorecard here:

2022.07 Investment Scorecard
.pdf
Download PDF • 643KB

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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