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July 2023 Scorecard

Anchor Pacific’s July 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 16 of 20 asset classes


Top 3

  • Commodities 10.83% | US Small Cap Equities 6.11% | Emerging Markets Broad 5.88%


Bottom 3

  • US Long Term Treasury Bonds (2.54%) | Canadian Total Bond Market (1.27%) | Canadian IG Credit (0.31%)


Canadian Markets

  • Equities 2.53% | Bonds (1.27%) | IG Credit (0.31%) | CAD 0.62%



Past 3 months

Positive returns for 13 of 20 asset classes


Top 3

  • US Small Cap Equities 13.73% | US Large Cap Equities 10.47% | Commodities 8.49%


Bottom 3

  • US Long Term Treasury Bonds (5.28%) | Canadian Total Bond Market (2.81%) | Canadian IG Credit (1.54%)


Canadian Markets

  • Equities 0.74% | Bonds (2.81%) | IG Credit (1.54%) | CAD 3.24%



Past 12 months

Positive returns for 11 of 20 asset classes


Top 3

  • International Developed Equities (EAFE) 13.98% | US Large Cap Equities 12.93% | Gold 11.12%


Bottom 3

  • US Long Term Treasury Bonds (12.29%) | US REITs (9.79%) | Commodities (5.80%)


Canadian Markets

  • Equities 8.03% | Bonds (1.89%) | IG Credit (1.16%) | CAD (1.36%)


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.97% (16 bps higher)

  • 30 year Government 4.02% (17 bps higher)

  • Yield Curve (3m-10y) (158 bps) (further inverted by 4 bps)

  • High Yield spread 379 bps (tighter by 26 bps)


Volatility (VIX): 13.63 (0.29% M-O-M, (13.62%) from 3 months ago)

Oil: $81.80 (15.80% M-O-M, 6.54% from 3 months ago)

Gold: $2,009.20 (4.14% M-O-M, (0.45%) from 3 months ago)

USD / EURO: € 0.91 (Euro stronger by 0.76% M-O-M, weaker by 0.24% from 3 months ago)

USD / Yen: ¥142.28 (Yen stronger by 1.41% M-O-M, weaker by 4.40% from 3 months ago)


*Information above is from 2023.07 Investment Scorecard

 

Download the complete Monthly Investment Scorecard here:

2023.07 Investment Scorecard
.pdf
Download PDF • 643KB

Commenti


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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