Anchor Pacific’s November 2019 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 13 of 17 asset classes
Top 3
US Large Cap Equities (C$) +4.60% | US Small Cap Equities +4.07% | Canadian Equities 3.69%
Bottom 3
Gold -3.21% | Canadian Dollar -0.82% | US L-T Treasury Bonds -0.41%
Canadian Markets
Equities 3.69% | Bonds 0.51%% | CAD -0.82%
Past 3 Months
Positive returns for 12 of 17 asset classes
Top 3
US Small Cap Equities +9.07% | EAFE (C$) 8.18% | US Large Cap Equities 97%
Bottom 3
US L-T Treasury Bonds -4.16% | Gold -4.10% | US Inflation Protected Bonds -0.85%
Canadian Markets
Equities 4.54% | Bonds -0.54% | CAD 0.37%
Past 12 Months
Positive returns for 17 of 17 asset classes
Top 3
US L-T Treasury Bonds 24.79% | Gold 19.32% | US Large Cap Equities 16.29%
Bottom 3
Commodities 0.79% | Canadian Dollar 0.85% | Hedge Funds 5.00%
Canadian Markets
Equities +15.95% | Bonds +9.68% | CAD 0.85%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 1.78% (9 bp higher)
30 year Government 2.21% (4 bp higher)
Yield Curve (2-30) 60 bp (flatter by 5 bp)
High Yield spread 401bp (tighter by 14 bp)
Volatility (VIX): 12.62 (-4.54% M-O-M, -33.51% from 3 months ago)
Oil: $55.17 (1.83% M-O-M, 0.13% from 3 months ago)
Gold :$1456.35 (-3.32% M-O-M, -4.60% from 3 months ago)
USD / Euro: € 0.91 (Euro weaker by 1.23% M-O-M, stronger by -0.24% from 3 months ago)
USD / Yen: ¥ 108.00 (Yen weaker by 1.38% M-O-M, weaker by 3.02% 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
