top of page

November 2022 Scorecard

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


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

 

Summary of Returns

Month-over-Month

Positive returns for 19 of 20 asset classes


Top 3

  • Emerging Markets Broad 14.30% | International Developed Equities (EAFE) 12.55% | Gold 8.49%

Bottom 3

  • Commodities (1.19%) | Canadian Dollar 1.34% | US Inflation Protected Bonds 1.83%

Canadian Markets

  • Equities 5.50% | Bonds 2.80% | IG Credit 3.16% | CAD 1.34%



Past 3 months

Positive returns for 12 of 20 asset classes


Top 3

  • International Developed Equities (EAFE) 7.62% | Canadian Equities 6.63% | International Developed Equities (EAFE-C$H) 5.64%

Bottom 3

  • US Long Term Treasury Bonds (7.54%) | US REITs (4.27%) | US Inflation Protected Bonds (3.67%)

Canadian Markets

  • Equities 6.63% | Bonds 1.32% | IG Credit 1.34% | CAD (2.21%)



Past 12 months

Positive returns for 3 of 20 asset classes


Top 3

  • Commodities 35.28% | International Developed Equities (EAFE-C$H) 0.62% | Canadian Equities 0.45%

Bottom 3

  • US Long Term Treasury Bonds (30.81%) | US IG Credit (16.66%) | Emerging Markets Broad (14.82%)

Canadian Markets

  • Equities 0.45% | Bonds (8.77%) | IG Credit (7.46%) | CAD (4.92%)


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.68% (42 bps lower)

  • 30 year Government 3.80% (42 bps lower)

  • Yield Curve (3m-10y) (69bps) (flatter by 29 bps)

  • High Yield spread 455 bps (tighter by 8 bps)

Volatility (VIX): 20.58 ( (20.48%) M-O-M, (20.45%) from 3 months ago)

Oil: $80.56 ( (6.90%) M-O-M, (10.04%) from 3 months ago)

Gold: $1,759.90 (7.27% M-O-M, 2.24% from 3 months ago)

USD / EURO: € 0.96 (Euro stronger by (5.14%) M-O-M, stronger by (3.47%) from 3 months ago)

USD / Yen: ¥137.36 (Yen stronger by (7.63%) M-O-M, stronger by (1.15%) from 3 months ago)

*Information above is from 2022.11 Investment Scorecard


 


Download the complete Monthly Investment Scorecard here:

2022.11 Investment Scorecard
.pdf
Download PDF • 655KB

Comentários


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.

Aligned Logo White.png
CIPF-Logo-White.png
CIRO_Regulated_Light.png

Back to:

bottom of page