Anchor Pacific’s November 2020 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:
November 2020 Investment Scorecard
Summary of Returns
Month-over-Month
Positive returns for 19 of 20 asset classes
Top 3
US Small Cap Equities +18.24% | International Developed Equities (EAFE) +14.30% | Commodities +12.24%
Bottom 3
Gold -5.41% | Canadian Total Bond Market +1.18% | US Total Bond Market +1.21%
Canadian Markets
Equities +10.77% | Bonds +1.18% | IG Credit +2.08% | CAD +2.57%
Past 3 Months
Positive returns for 18 of 20 asset classes
Top 3
US Small Cap Equities +16.91% | Emerging Markets Broad +8.68% | International Developed Equities (EAFE) +8.26%
Bottom 3
Gold -9.83% | US Long Term Treasury Bonds -1.02% | US Inflation Protected Bonds +0.14%
Canadian Markets
Equities +5.28% | Bonds +0.69% | IG Credit +1.14% | CAD +0.30%
Past 12 Months
Positive returns for 18 of 20 asset classes
Top 3
Gold +20.90% | US Large Cap Equities +17.42% | Emerging Markets Broad +16.34%
Bottom 3
Commodities -23.51% | US REITs -6.44% | International Developed Equities (EAFE-C$H) +0.73%
Canadian Markets
Equities +4.51% | Bonds +6.87% | IG Credit +6.85% | CAD +2.16%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 0.84% (4.0 bps lower)
30 year Government 1.58% (7.0 bps lower)
Yield Curve (2-30) 142 bps (flatter by 8 bps)
High Yield spread 433 bps (tighter by 92.0 bps)
Volatility (VIX): 20.57 (-45.90% M-O-M, -22.11% from 3 months ago)
Oil: $45.34 (26.68% M-O-M, 6.41% from 3 months ago)
Gold: $1771.95 (-5.54% M-O-M, -9.40% from 3 months ago)
USD / Euro: €0.84 (Euro stronger by 2.35% M-O-M, weaker by 0.05% from 3 months ago)
USD / Yen: ¥104.27 (Yen stronger by 0.35% M-O-M, stronger by 1.53% 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
