Mexican and EM equity are again winners

Genevieve Signoret & Patrick Signoret

Our Performance

In the past three months, the asset classes in our model portfolios[1] that delivered the highest U.S. dollar returns were Mexico equity (+10.3%), emerging market equity (+10.2%), and Pacific developed market equity (+8.1%).

Producing the lowest returns were broad commodities (–3.7%), German equity (–2.7%), and European developed market equity (+0.7%).

So far this year, our medium- and long-term model portfolios have outperformed their benchmarks: LCN-MT is up nearly 7% and LCN-LT 7.6%.

Meanwhile, over 12 months, our short-term portfolio (LCN-ST, +5.2%) has outpaced U.S. inflation (2.1%).

[1]  Read descriptions of these portfolios here. Clients receive details on their composition in addition to individualized strategies and portfolio management services. To request more information, please write to patrimonial@transeconomics.com.