September 2020 Scorecard

Anchor Pacific’s September 2020 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


September 2020 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

September 2020 Investment Scorecard


 

Summary of Returns

Month-over-Month

Positive returns for 4 of 20 asset classes

Top 3

  • US Long Term Treasury Bonds +0.77% | Emerging Markets Broad (C$) +0.59% | Canadian Total Bond Market +0.39%

Bottom 3

  • Commodities -4.44% | Gold -4.17% | US Large Cap Equities -3.74%

Canadian Markets

  • Equities -1.96% | Bonds +0.39% | IG Credit +0.19% | CAD -2.12%


Past 3 Months

Positive returns for 19 of 20 asset classes

Top 3

  • Emerging Markets Broad +10.23% | US Large Cap Equities +9.04% | EAFE Equities +6.00%

Bottom 3

  • US Long Term Treasury Bonds -0.07% | Canadian Total Bond Market +0.39% | US Total Bond Market +0.40%

Canadian Markets

  • Equities +4.68% | Bonds +0.39% | IG Credit +1.05% | CAD +1.86%


Past 12 Months

Positive returns for 16 of 20 asset classes

Top 3

  • Gold +27.54% | US Long Term Treasury Bonds +16.10% | US Large Cap Equities +15.03%

Bottom 3

  • Commodities -28.57% | US REITs -12.22% | International Developed Equities (EAFE-C$H) -3.38%

Canadian Markets

  • Equities +0.04% | Bonds +6.91% | IG Credit +6.46% | CAD -0.46%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 0.69% (3 bp lower)

  • 30 year Government 1.46% (3 bp lower)

  • Yield Curve (2-30) 133 bp (flatter by 2 bp)

  • High Yield spread 541 bp (wider by 39 bp)

Volatility (VIX): 26.37 (-0.15% M-O-M, -13.34% from 3 months ago)

Oil: $40.22 (-5.61% M-O-M, 2.42% from 3 months ago)

Gold: $1883.40 (-3.70% M-O-M, 6.36% from 3 months ago)

USD / Euro: €0.85 (Euro weaker by 1.84% M-O-M, stronger by 4.18% from 3 months ago)

USD / Yen: ¥105.45 (Yen stronger by 0.42% M-O-M, stronger by 2.30% from 3 months ago)


 


Download the complete Monthly Investment Scorecard here:

2020.09 Investment Scorecard
.pdf
Download PDF • 535KB

 

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

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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