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September 2023 Scorecard

Anchor Pacific’s September 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 1 of 20 asset classes


Top 3

  • Commodities 3.73% | Canadian Dollar (0.23%) | Hedge Funds (0.66%)


Bottom 3

  • US Long Term Treasury Bonds (7.95%) | US REITs (7.26%) | US Small Cap Equities (5.85%)


Canadian Markets

  • Equities (3.37%) | Bonds (2.51%) | IG Credit (2.11%) | CAD (0.23%)



Past 3 months

Positive returns for 2 of 20 asset classes


Top 3

  • Commodities 15.50% | Hedge Funds 0.67% | US High Yield (0.13%)


Bottom 3

  • US Long Term Treasury Bonds (13.11%) | US REITs (8.57%) | US Small Cap Equities (5.18%)


Canadian Markets

  • Equities (2.19%) | Bonds (3.84%) | IG Credit (2.51%) | CAD (1.82%)



Past 12 months

Positive returns for 17 of 20 asset classes


Top 3

  • International Developed Equities (EAFE) 24.08% | US Large Cap Equities 21.57% | Gold 10.85%


Bottom 3

  • US Long Term Treasury Bonds (10.72%) | US REITs (1.29%) | Canadian Total Bond Market (1.05%)


Canadian Markets

  • Equities 9.52% | Bonds (1.05%) | IG Credit 1.67% | CAD 3.59%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 4.59% (50 bps higher)

  • 30 year Government 4.73% (53 bps higher)

  • Yield Curve (3m-10y) (96 bps) (less inverted by 51 bps)

  • High Yield spread 403 bps (wider by 18 bps)

Volatility (VIX): 17.52 (29.11% M-O-M, 28.92% from 3 months ago)

Oil: $90.79 (8.56% M-O-M, 28.52% from 3 months ago)

Gold: $1,885.40 ( (4.09%) M-O-M, (2.28%) from 3 months ago)

USD / EURO: € 0.95 (Euro weaker by 2.56% M-O-M, weaker by 3.21% from 3 months ago)

USD / Yen: ¥149.35 (Yen weaker by 2.62% M-O-M, weaker by 3.49% from 3 months ago)


*Information above is from 2023.09 Investment Scorecard

 

Download the complete Monthly Investment Scorecard here:

2023.09 Investment Scorecard
.pdf
Download PDF • 649KB

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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