Active management presents opportunities. Numerous interconnected factors shape the fixed-income market, and macroeconomic events, such as the US elections, can significantly affect the future value of securities. Under the Trump administration, investor concerns center around the impact of higher tariffs, expansionary fiscal policy, and tighter labour market conditions, which could potentially drive inflation higher. However, some argue this inflationary pressure may be transitory, as reduced disposable incomes could ultimately contribute to renewed disinflation. Under a Trump administration, stricter border controls might constrain labour force growth; however, productivity gains could counterbalance this by containing unit labour costs. The Goodwood Milford Fund, with its active and flexible investment style, seeks to uncover these opportunities. Our strategy remains firmly focused on investment-grade corporate bonds and the Fund is currently interested in Financials, Canadian Maples, and the Industrial sectors. Goodwood Inc.: an alternative to passive investment management. Pensions & Investments #foundations #mutualfunds #familyoffices https://lnkd.in/gBFgBV_3
Goodwood Inc.
Investment Management
Oakville, Ontario 174 followers
Goodwood Inc.: an alternative to passive investment management
About us
Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for over 25 years. Our approach focuses on preserving capital through extensive and rigorous investment analysis on a position and portfolio basis.
- Website
-
http://www.goodwoodfunds.com
External link for Goodwood Inc.
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Oakville, Ontario
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Investment Management, Value Discipline, Activist Investing, Alternative Investing, Fixed-income, Corporate Bonds, longshortcredit, mutual funds, Hedge Funds, Yield, Bonds, and Fixed Income
Locations
-
Primary
Get directions
75 Navy Street, Suite 403
Oakville, Ontario L6J 2Z1, CA
Employees at Goodwood Inc.
Updates
-
The Bank of Canada ordered a Double Double The Bank cut rates by another 50 basis points, its second "double" cut of this cycle, reducing its target for the overnight rate to 3¼%, with the Bank Rate at 3¾% and the deposit rate at 3¼%. #fixedincome #mutualfunds Pensions & Investments
-
President | Chief Financial Officer and Director @ Goodwood Inc.: an alternative to passive investment management for HNW, Family Office and Institutional Investors
https://lnkd.in/gb5PnQbH The yield curve is still inverted, and at the end of 2023, the 3-month Canadian Treasury yield was approximately 5.0% versus the 10-year government bond at approximately 3.1%. Goodwood works with advisors, foundations, pensions and private clients to manage their investment assets and meet their financial goals. Thank you for listening to our Q4'23 fixed income update. Retail: Goodwood Milford Fund Trust https://lnkd.in/g4mMY9q7 Institutional: Goodwood Investment Grade Bond https://lnkd.in/gZT6yM9H Institutional: Goodwood ESG-Conscious Investment Grade Bond https://lnkd.in/gpnHwf-M https://lnkd.in/eTSDgrg7 #foundations #familyoffices #institutionalinvestors #pensions #hedgefunds #mutualfunds
Q4 2023: Fixed Income Markets: Analysis, Insights and Predictions
https://www.youtube.com/