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2021-Budget-infographic-ELSymbol

FINANCIAL MARKETS
AT A GLANCE

 

June 30, 2023

Canadian and U.S. equities have been combined over the quarter. Yields rose throughout the quarter. Company bonds outperformed govt bonds, and long-term bonds outpaced momentary bonds. Listed below are the monetary markets at a look.

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CANADIAN EQUITIES

 

U.S. EQUITIES

 
 

Sector
5 of the 11 Canadian fairness sectors ended the quarter in sure territory. Listed below are the most productive and worst acting sectors relative to ultimate quarter.

 

Sector
7 of the 11 U.S. fairness sectors ended the quarter in sure territory. Listed below are the most productive and worst acting sectors relative to ultimate quarter.

 

WORST PERFORMERS

BEST PERFORMERS

Information Technology

Data
Era
 

Consumer Discretionary-nobg-sm

Client Discretionary

Industrial

Industrials

13.5% Down arrow
6.3% Up arrow
2.1% Down arrow

Materials

Fabrics

Consumer Staples

Client

Staples

RealEstate

Actual Property

-6.9% Down arrow
-3.4% Down arrow
-2.8% Down arrow
 

Information Technology

Data
Era
 

Consumer Discretionary-nobg-sm

Client
Discretionary

14.6% Down arrow
12.0% Down arrow

Utilities

Utilities

Energy

Power

-4.7% Down arrow
-3.1% Up arrow
 
 

Corporate measurement efficiency comparability 
Huge sized firms outperformed medium and small sized firms, with small sized firms trailing and destructive over the quarter.

 

Corporate measurement efficiency comparability 
Medium sized firms outperformed each massive and small sized firms, however all have been sure over the quarter.

 
     
 

What’s running/What’s now not running

  • From a method point of view, expansion outperformed the index whilst worth trailed however all have been sure.
  • All elements and the index have been sure this quarter. Dividends and coffee volatility outperformed the index. High quality and momentum trailed.
 

What’s running/What’s now not running

  • From a method point of view, expansion outperformed the index whilst worth trailed however all have been sure.
  • Components have been most commonly sure this quarter, with high quality outperforming the index whilst momentum, low volatility and dividends trailed.
 

 

 

GLOBAL EQUITIES

 

FIXED INCOME

 
 

 

Regional 
 

Canadian Equities 1.1%, U.S. Equities 6.3%, European Equities 0.8%, Asian Equities -4.0%, Japanese Equities 4.1%, Emerging Markets -1.2%

Corporate measurement efficiency comparability 
World massive and small firms have been sure over the quarter.

Large Corporations Up arrow Small Business Up arrow
Huge Firms Small Firms

What’s running/What’s now not running

  • From a method point of view, expansion outperformed the index. Price trailed the index however all have been sure over the quarter.
  • Maximum elements have been sure over the quarter and momentum outperformed the index. Low volatility was once destructive and underperformed probably the most.
 

Yields rose this quarter. Lengthy-term bonds outperformed momentary bonds. Company bonds outperformed govt bonds. 

Relative bond efficiency 

 

   Bond yield 

Bond Yield image@2x

 

Each shorter and longer date bond yields rose over the quarter.

Yield at the Canada 2-year rose from 3.74% to 4.58%.
Canada 5-year rose from 3.02% to a few.68%.
Canada 10-year rose from 2.90% to a few.26%.
Canada lengthy bond rose from 3.02% to a few.09%.

 
     
     
     
     
     

 


Supply: Morningstar Analysis Inc. as of June 30, 2023. © 2023 Morningstar Analysis Inc. All rights reserved. The ideas contained herein: (1) is proprietary to Morningstar and/or its content material suppliers; (2) is probably not copied or allotted; and (3) isn’t warranted to be correct, whole, or well timed. Neither Morningstar nor its content material suppliers are answerable for any damages or losses bobbing up from any use of this data. Previous efficiency is not any ensure of long term effects. 

Segregated Fund contracts are issued by way of The Empire Lifestyles Insurance coverage Corporate (“Empire Lifestyles”). An outline of the important thing options of the person variable insurance coverage contract is contained within the Data Folder for the product being thought to be. Any quantity this is allotted to a Segregated Fund is invested on the possibility of the contract proprietor and would possibly build up or lower in worth. Previous efficiency is not any ensure of long term effects. Please learn the tips folder, contract and fund info earlier than making an investment.

This text contains forward-looking data this is in response to the evaluations and perspectives of Empire Lifestyles as of the date said and is topic to modify with out realize. The ideas contained herein is for common functions most effective and isn’t meant to be complete funding recommendation. We strongly suggest that buyers search skilled recommendation prior to creating any funding selections. Empire Lifestyles and its associates suppose no accountability for any reliance on or misuse or omissions of the tips contained herein.

 

June 2023



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