US energy, EM, and Mexico equity are winners

Genevieve 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 US energy equity (+7.4%), emerging market equity (+7.3%), and Mexico equity (+7.1%).

Producing the lowest returns (in dollar terms) were Germany equity (–7.8%), broad commodities (–4.8%), and European developed market equity (–3.7%).

Over the past 12 months, all our model portfolios have outperformed their benchmarks:

• LCN-ST +6.6% (benchmark: +2.1%)
• LCN-MT +15.1% (benchmark: +12.1%)
• LCN-LT +18.6% (benchmark: +15.4%)

[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.