U.S. Investment Grade Bonds Spike

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 U.S. medium–term treasuries (3.8%), and U.S. investment-grade short-term credit (0.8%) and emerging market sovereign USD bonds (0.2%).

Producing the lowest returns (in dollar terms) were U.S. energy equity (–19.4%), Germany equity (–17.0%), and broad commodities (–14.3%).

Over the past 12 months, two of our three model portfolios have outperformed their benchmarks:

• LCN-ST +2.0% (benchmark: +1.7%)
• LCN-MT +4.4% (benchmark: +4.8%)
• LCN-LT +5.2% (benchmark: +4.3%)

[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.