Anchor Pacific’s October 2024 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:
Summary of Returns
Month-over-Month
Positive returns for 5 of 20 asset classes
Top 3
Gold 4.30% | US Large Cap Equities (C$) 2.24% | Commodities 1.43%
Bottom 3
US Long Term Treasury Bonds (5.46%) | International Developed Equities (EAFE) (5.13%) | US REITs (3.36%)
Canadian Markets
Equities 0.85% | Bonds (1.05%) | IG Credit (0.54%) | CAD (2.70%)
Past 3 months
Positive returns for 14 of 20 asset classes
Top 3
Gold 11.90% | Emerging Markets Broad 5.46% | Canadian Equities 5.26%
Bottom 3
US Small Cap Equities (2.40%) | US Long Term Treasury Bonds (1.53%) | International Developed Equities (EAFE) (1.32%)
Canadian Markets
Equities 5.26% | Bonds 1.18% | IG Credit 1.86% | CAD (0.38%)
Past 12 months
Positive returns for 19 of 20 asset classes
Top 3
US Large Cap Equities 37.81% | Gold 37.71% | US REITs 34.58%
Bottom 3
Commodities (1.52%) | Canadian Dollar 1.58% | US Inflation Protected Bonds 8.35%
Canadian Markets
Equities 31.88% | Bonds 11.25% | IG Credit 12.84% | CAD 1.58%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.28% (47 bps higher)
30 year Government 4.47% (33 bps higher)
Yield Curve (3m-10y) (36 bps) (flattened by 56 bps)
High Yield spread 288 bps (tighter by 15 bps)
Volatility (VIX): 23.16 (38.43% M-O-M, 41.56% from 3 months ago)
Oil: $69.26 (2.20% M-O-M, (9.86%) from 3 months ago)
Gold: $2,749.30 (3.83% M-O-M, 12.25% from 3 months ago)
USD / EURO: € 0.92 (Euro weaker by 2.30% M-O-M, stronger by 0.53% from 3 months ago)
USD / Yen: ¥152.03 (Yen weaker by 5.86% M-O-M, weaker by 1.37% from 3 months ago)
*Information above is from 2024.10 Investment Scorecard
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