Chairman’s Message: 2020 Hindsight?
If I had told you in the Fall of 2016 – not even five years ago – that Elon Musk would be the richest man in the world, a global pandemic would virtually shut down the entire world, and a…
How to Make a Million Dollars in a TFSA Account
Note: In the Northwood Perspective newsletter, we usually target our writing to current and prospective family office clients (i.e. those with $10M+ of investable assets). However, we are also aware that many other people read our newsletter on a regular…
Why Dividend ‘Growth’ Matters
For investors seeking income, the investment landscape has become an increasingly complicated one over the past several years. Two prevailing themes have been ‘yield compression’ and recurring volatility explosions. Over the past decades, yields on traditional fixed income instruments have…
How To Position Your Portfolio in Advance of the US Election
Quick quiz: Which U.S. President of the last 70 years presided over the largest overall percentage gain in the stock market? If you answered Bill Clinton, you are correct. Over his eight years in office from 1993-2001 the S&P 500…
Are We in Tech Bubble 2.0?
Of the many surprises that 2020 has delivered to date, the one I find the most counter-intuitive and least explicable is the growing performance disparity between value stocks and growth stocks. Through the end of May, the S&P 500 Pure…
Five Investment Trends to Watch in 2020
As we embark on a new year, there’s no better time to take a step back for some perspective on a few of the major themes and trends that are currently shaping financial markets and should be watched closely in…
An Insane Market?
Each month at Northwood, we gather the partners, client team and investment team together for our monthly investment meeting. This meeting has a variety of purposes. It’s a chance to review the performance of our preferred investment managers and their…
Finance 101 – Volatility
This is the third instalment in a series that explores a number of finance and investment concepts in both theory and in practice. Chemists use the term “volatility” to describe the tendency of a liquid or solid to evaporate at…
Investing Responsibly
What is Responsible Investing ("RI")? Definitions vary widely, and it can take a number of different forms. But in general, RI involves focusing on more than just financial profits. It recognizes that an investment is more than just transactions and…
A Deeper Dive into Asset Allocation
Today’s investment environment, characterized by low interest rates and historically higher asset valuations, presents a challenge for investors, particularly those faced with the task of balancing their needs to generate income and growth, with managing risk to protect their capital.…
