Hilliard’s Weekend Notebook


Thoughts, views and opinions as current events unfold: With topics taken from current market events and my latest book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015)  and my first book Investment Traps and How to Avoid Them (1999) — this short piece will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.
 

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Investment ideas from the September 2018 BCA conference

Published by Hilliard MacBeth on Sep 28, 2018

BCA Research’s annual conference delivered some great investment ideas this year, over two jam-packed days, to an audience of about 300 portfolio managers and investors from all over the world. There were some surprising forecasts, in an environment of... Read more
No one saw it coming

Published by Hilliard MacBeth on Sep 21, 2018

Recent news articles focused on the tenth anniversary of the Lehman Brothers failure and the global financial crisis that followed. A theme runs through much of the commentary; that no one could have foreseen the 2008-09 crisis. That narrative is wrong... Read more
When the Bank decides

Published by Hilliard MacBeth on Sep 14, 2018

Recently I attended The Oxford Central Banking Senior Executive Programme. Five days of presentations and discussions reinforced my understanding of the process of creating money — 97 percent of money has been created by commercial banks when they make... Read more
The investment implications of increased longevity

Published by Jonathan MacLeod on Sep 07, 2018

Longevity is an interesting concept for investors. In its simplest form longevity is undoubtedly seen as a good thing because it means more time spent enjoying life or time with loved ones. With significant gains in longevity over recent decades it is... Read more