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…
Book Review: The Psychology of Money by Morgan Housel
The things that matter most in personal finance are boring. Spend less than you earn. Invest in a diversified portfolio. Choose an investment strategy that you can stick with when markets get rough. Avoid risking what you have to reach…
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…
Yin and Yang: The Importance of Effective Implementation, along with Planning
The storm that raged through the financial markets in the first quarter of 2020 has eased somewhat, allowing investors a chance to catch their breath and assess the impact. While the possibility of further market distress and upheaval in the…
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…
The Importance of a Global Perspective
I’ve always loved to travel. Whether it be for work, school or pleasure, travel to new and unfamiliar destinations has been one of the few constants in my life over the past 10 years. I have now been to over…
