Anchor Pacific’s August 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 16 of 20 asset classes
Top 3
US REITs 5.22% | International Developed Equities (EAFE) 2.91% | Canadian Dollar 2.58%
Bottom 3
Commodities (2.19%) | US Small Cap Equities (1.69%) | Emerging Markets Broad (C$) (1.39%)
Canadian Markets
Equities 1.17% | Bonds 0.42% | IG Credit 0.80% | CAD 2.58%
Past 3 months
Positive returns for 19 of 20 asset classes
Top 3
US REITs 15.70% | US Long Term Treasury Bonds 7.74% | Gold 7.43%
Bottom 3
Commodities (4.15%) | International Developed Equities (EAFE-C$H) 0.75% | Canadian Dollar 1.64%
Canadian Markets
Equities 5.52% | Bonds 3.93% | IG Credit 4.00% | CAD 1.64%
Past 12 months
Positive returns for 19 of 20 asset classes
Top 3
Gold 28.48% | US Large Cap Equities 26.92% | US REITs 20.53%
Bottom 3
Commodities (3.04%) | Canadian Dollar 2.61% | US Long Term Treasury Bonds 3.82%
Canadian Markets
Equities 18.52% | Bonds 7.85% | IG Credit 10.04% | CAD 2.61%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 3.91% (18 bps lower)
30 year Government 4.20% (15 bps lower)
Yield Curve (3m-10y) (130 bps) (further inverted by 2 bps)
High Yield spread 317 bps (tighter by 8 bps)
Volatility (VIX): 15.00 ( (8.31%) M-O-M, 16.10% from 3 months ago)
Oil: $73.55 ( (5.60%) M-O-M, (4.14%) from 3 months ago)
Gold: $2,527.60 (1.49% M-O-M, 8.30% from 3 months ago)
USD / EURO: € 0.91 (Euro stronger by 2.01% M-O-M, stronger by 1.84% from 3 months ago)
USD / Yen: ¥146.16 (Yen stronger by 2.55% M-O-M, stronger by 7.09% from 3 months ago)
*Information above is from 2024.08 Investment
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