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November 2023 Scorecard

Anchor Pacific’s November 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 19 of 20 asset classes

 

Top 3

  • US REITs 12.08% | US Long Term Treasury Bonds 9.92% | US Small Cap Equities 9.20%

 

Bottom 3

  • Commodities (4.39%) | Canadian Dollar 2.32% | Gold 2.53%

 

Canadian Markets

  • Equities 7.49% | Bonds 4.48% | IG Credit 3.98% | CAD 2.32%

 

 

Past 3 months

Positive returns for 16 of 20 asset classes

 

Top 3

  • Gold 4.85% | Canadian IG Credit 2.30% | US Large Cap Equities (C$) 2.02%

 

Bottom 3

  • Commodities (4.70%) | US Long Term Treasury Bonds (4.34%) | US Small Cap Equities (4.30%)

 

Canadian Markets

  • Equities 0.56% | Bonds 1.94% | IG Credit 2.30% | CAD (0.02%)

 

 

Past 12 months

Positive returns for 16 of 20 asset classes

 

Top 3

  • Gold 14.53% | US Large Cap Equities 13.71% | International Developed Equities (EAFE) 9.25%

 

Bottom 3

  • US Long Term Treasury Bonds (7.92%) | Commodities (4.21%) | US REITs (2.95%)

 

Canadian Markets

  • Equities 2.33% | Bonds 1.44% | IG Credit 3.83% | CAD 0.99%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 4.37% (51 bps lower)

  • 30 year Government 4.54% (50 bps lower)

  • Yield Curve (3m-10y) (108 bps) (previously (-71 bps) )

  • High Yield spread 384 bps (tighter by 58 bps)

 

Volatility (VIX): 12.92 ( (28.78%) M-O-M, (4.79%) from 3 months ago)

Oil: $75.96 ( (6.25%) M-O-M, (9.17%) from 3 months ago)

Gold: $2,038.10 (2.20% M-O-M, 3.67% from 3 months ago)

USD / EURO: € 0.92 (Euro stronger by 2.84% M-O-M, stronger by 0.40% from 3 months ago)

USD / Yen: ¥148.19 (Yen stronger by 2.29% M-O-M, weaker by (1.83%) from 3 months ago)

 

*Information above is from 2023.11 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2023.11 Investment Scorecard
.pdf
Download PDF • 652KB

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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