Anchor Pacific’s November 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 15 of 20 asset classes
Top 3
US Small Cap Equities 11.07% | Canadian Equities 6.35% | | US Large Cap Equities 5.96%
Bottom 3
Gold (3.12%) | Emerging Markets Broad (2.15%) | Commodities (0.75%)
Canadian Markets
Equities 6.35% | Bonds 1.71% | IG Credit 1.69% | CAD (0.55%)
Past 3 months
Positive returns for 15 of 20 asset classes
Top 3
Canadian Equities 10.61% | US Small Cap Equities 10.27% | US Large Cap Equities 7.23%
Bottom 3
International Developed Equities (EAFE) (3.72%) | Canadian Dollar (3.41%) | US Long Term Treasury Bonds (1.65%)
Canadian Markets
Equities 10.61% | Bonds 2.56% | IG Credit 3.28% | CAD (3.41%)
Past 12 months
Positive returns for 19 of 20 asset classes
Top 3
US Small Cap Equities 36.30% | US Large Cap Equities 33.81% | Canadian Equities 30.52%
Bottom 3
Canadian Dollar (1.26%) | Commodities 2.23% | US Inflation Protected Bonds 5.94%
Canadian Markets
Equities 30.52% | Bonds 8.47% | IG Credit 10.50% | CAD (1.26%)
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.18% (10 bps lower)
30 year Government 4.36% (11 bps lower)
Yield Curve (3m-10y) (40 bps) (flatter by 4 bps)
High Yield spread 274 bps (tighter by 14 bps)
Volatility (VIX): 13.51 ( (41.67%) M-O-M, (9.93%) from 3 months ago)
Oil: $68.00 ( (1.82%) M-O-M, (7.55%) from 3 months ago)
Gold: $2,681.00 ( (2.92%) M-O-M, 6.56% from 3 months ago)
USD / EURO: € 0.95 (Euro weaker by 2.90% M-O-M, weaker by 4.45% from 3 months ago)
USD / Yen: ¥149.75 (Yen stronger by 1.50% M-O-M, weaker by 2.46% from 3 months ago)
*Information above is from 2024.11 Investment Scorecard
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