Anchor Pacific’s January 2025 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 19 of 20 asset classes
Top 3
Gold 6.79% | International Developed Equities (EAFE) 4.43% | US Large Cap Equities (C$) 3.86%
Bottom 3
Canadian Dollar (0.94%) | US Long Term Treasury Bonds 0.49% | US Total Bond Market 0.52%
Canadian Markets
Equities 3.45% | Bonds 1.16% | IG Credit 0.83% | CAD (0.94%)
Past 3 months
Positive returns for 14 of 20 asset classes
Top 3
Canadian Equities 6.43% | US Large Cap Equities 6.19% | Commodities 5.73%
Bottom 3
US Long Term Treasury Bonds (4.05%) | Canadian Dollar (3.95%) | US REITs (2.89%)
Canadian Markets
Equities 6.43% | Bonds 2.16% | IG Credit 2.37% | CAD (3.95%)
Past 12 months
Positive returns for 18 of 20 asset classes
Top 3
Gold 37.21% | US Large Cap Equities 26.23% | Canadian Equities 25.04%
Bottom 3
Canadian Dollar (5.67%) | US Long Term Treasury Bonds (5.48%) | US Total Bond Market 1.68%
Canadian Markets
Equities 25.04% | Bonds 6.83% | IG Credit 8.50% | CAD (5.67%))
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.58% (0 bps lower)
30 year Government 4.83% (5 bps higher)
Yield Curve (3m-10y) 27 bps (further inverted by 6 bps)
High Yield spread 268 bps (tighter by 24 bps)
Volatility (VIX): 16.43 ( (5.30%) M-O-M, (29.06%) from 3 months ago)
Oil: $72.53 (1.80% M-O-M, 5.41% from 3 months ago)
Gold: $2,835.00 (7.35% M-O-M, 3.12% from 3 months ago)
USD / EURO: € 0.96 (Euro stronger by 0.10% M-O-M, weaker by 5.01% from 3 months ago)
USD / Yen: ¥155.18 (Yen stronger by 1.27% M-O-M, weaker by 2.07% from 3 months ago)
*Information above is from 2025.01 Investment Scorecard
Comments