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March 2024 Scorecard

Anchor Pacific’s March 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 20 of 20 asset classes

 

Top 3

  • Gold 8.67% | Commodities 4.45% | Canadian Equities 4.18%

 

Bottom 3

  • Canadian Dollar 0.47% | Canadian Total Bond Market 0.53% | Canadian IG Credit 0.55%

 

Canadian Markets

  • Equities 4.18% | Bonds 0.53% | IG Credit 0.55% | CAD 0.47%

 

 

Past 3 months

Positive returns for 13 of 20 asset classes

 

Top 3

  • US Large Cap Equities 10.39% | Commodities 9.97% | International Developed Equities (EAFE-C$H) 9.92%

 

Bottom 3

  • US Long Term Treasury Bonds (3.70%) | Canadian Dollar (1.47%) | Canadian Total Bond Market (1.32%)

 

Canadian Markets

  • Equities 6.58% | Bonds (1.32%) | IG Credit 0.09% | CAD (1.47%)

 

 

Past 12 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Large Cap Equities 29.62% | US Small Cap Equities 19.50% | International Developed Equities (EAFE) 15.00%

 

Bottom 3

  • US Long Term Treasury Bonds (7.83%) | US Inflation Protected Bonds 0.14% | US Total Bond Market 1.30%

 

Canadian Markets

  • Equities 13.97% | Bonds 2.02%  | IG Credit 5.45% | CAD 2.14%


 

Macro Summary (Key Index Levels and Rates)


US Yields

  • 10 year Government 4.2% (5 bps lower)

  • 30 year Government 4.34% (4 bps lower)

  • Yield Curve (3m-10y) (126 bps) (flatter by 6 bps)

  • High Yield spread 315 bps (tighter by 14 bps)

 

Volatility (VIX): 13.01 ( (2.91%) M-O-M, 4.50% from 3 months ago)

Oil: $83.17 (6.27% M-O-M, 16.08% from 3 months ago)

Gold: $2,238.40 (8.43% M-O-M, 8.04% from 3 months ago)

USD / EURO: € 0.93 (Euro weaker by 0.12% M-O-M, weaker by 2.25% from 3 months ago)

USD / Yen: ¥151.31 (Yen weaker by 0.89% M-O-M, weaker by 7.27% from 3 months ago)

 

*Information above is from 2024.03 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2024.03 Investment Scorecard
.pdf
Download PDF • 641KB

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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