EM, Mexico, and U.S. energy 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 emerging market equity (+8.4%), Mexico equity (+8.2),  and U.S. energy equity (+5.9%).

Producing the lowest returns (in dollar terms) were Germany equity (–7.7%), broad commodities (–4.9%), and European developed market equity (–3.9%).

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

  • LCN-ST +6.9% (benchmark: +2.0%)
  • LCN-MT +15.0% (benchmark: +11.9%)
  • LCN-LT +17.8% (benchmark: +14.5%)






[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.

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