October 2022 Scorecard

Anchor Pacific’s October 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:

October 2022 Investment Scorecard


 

Summary of Returns

Month-over-Month

Positive returns for 12 of 20 asset classes


Top 3

  • US Small Cap Equities 11.16% | US Large Cap Equities 8.13% | Commodities 6.17%


Bottom 3

  • US Long Term Treasury Bonds -5.96% | Emerging Markets Broad -2.85% | Gold -1.78%


Canadian Markets

  • Equities 5.57% | Bonds -0.77%| IG Credit -0.81%| CAD 1.42%



Past 3 months

Positive returns for 0 of 20 asset classes


Top 3

  • US Large Cap Equities (C$) -0.05%| Canadian Equities -0.67%| US Small Cap Equities -1.59%


Bottom 3

  • US Long Term Treasury Bonds -17.64% | US REITs -15.24% | Emerging Markets Broad -13.05%


Canadian Markets

  • Equities -0.67% | Bonds -4.18%| IG Credit -5.69%| CAD -5.77%



Past 12 months

Positive returns for 1 of 20 asset classes


Top 3

  • Commodities 22.41% | Canadian Equities -6.20%| US Large Cap Equities (C$) -6.51%


Bottom 3

  • US Long Term Treasury Bonds -33.63% | Emerging Markets Broad -27.64% | International Developed Equities (EAFE) -23.50%


Canadian Markets

  • Equities -6.20%| Bonds -10.55% | IG Credit -10.19% | CAD -9.27%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 4.1% (27 bps higher)

  • 30 year Government 4.22% (43 bps higher)

  • Yield Curve (2-30) -29 bps (steeper by 14 bps)

  • High Yield spread 463 bps (tighter by 80 bps)


Volatility (VIX): 25.88 (-18.15% M-O-M, 21.33% from 3 months ago)

Oil: $86.53 (9.92% M-O-M, -7.82% from 3 months ago)

Gold: $1,640.70 (-1.87% M-O-M, -7.38% from 3 months ago)

USD / EURO: € 1.01 (Euro stronger by -0.85% M-O-M, weaker by 3.38% from 3 months ago)

USD / Yen: ¥148.71 (Yen weaker by 2.74% M-O-M, weaker by 11.65% from 3 months ago)


*Information above is from 2022.10 Investment Scorecard

 


Download the complete Monthly Investment Scorecard here:

2022.10 Investment Scorecard
.pdf
Download PDF • 664KB

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). 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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