Anchor Pacific’s October 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:
October 2020 Investment Scorecard
Summary of Returns
Month-over-Month
Positive returns for 4 of 20 asset classes
Top 3
US Small Cap Equities +2.20% | Emerging Markets Broad +1.32% | High Yield +0.47%
Bottom 3
International Developed Equities (EAFE-C$H) -3.93% | International Developed Equities (EAFE) -3.55% | Commodities -3.44%
Canadian Markets
Equities -3.05% | Bonds -0.87% | IG Credit -1.10% | CAD -0.09%
Past 3 Months
Positive returns for 5 of 20 asset classes
Top 3
US Small Cap Equities +4.28% | Emerging Markets Broad +2.85% | Emerging Markets Broad (C$) +2.13%
Bottom 3
US Long Term Treasury Bonds -7.55% | US REITs -5.17% | Gold -4.98%
Canadian Markets
Equities -2.77% | Bonds -1.88% | IG Credit -1.91% | CAD +0.41%
Past 12 Months
Positive returns for 13 of 20 asset classes
Top 3
Gold +23.71% | US Long Term Treasury Bonds +13.44% | US Large Cap Equities (C$) +10.12%
Bottom 3
Commodities -31.58% | US REITs -15.80% | International Developed Equities (EAFE-C$H) -8.43%
Canadian Markets
Equities -2.16% | Bonds +6.16% | IG Credit +5.36% | CAD -1.22%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 0.88% (19.0 bps higher)
30 year Government 1.65% (19.0 bps higher)
Yield Curve (2-30) 151 bps (steeper by 18 bps)
High Yield spread 525 bps (tighter by 16.0 bps)
Volatility (VIX): 38.02 (44.18% M-O-M, 55.44% from 3 months ago)
Oil: $35.79 (-11.01% M-O-M, -11.12% from 3 months ago)
Gold: $1875.80 (-0.40% M-O-M, -5.01% from 3 months ago)
USD / Euro: €0.86 (Euro weaker by 0.61% M-O-M, weaker by 1.10% from 3 months ago)
USD / Yen: ¥104.64 (Yen stronger by 0.77% M-O-M, stronger by 1.18% 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
