Disruptive change happens fast Published by Hilliard MacBeth on Nov 30, 2018 Significant technology-related disruption often seems to appear suddenly. Rapid change can impact people’s lives in ways that can’t be predicted. Large impact events are small specks on the horizon now but could loom large in a few years. It’s interesting... Read more
Canada and OPEC face new competition in oil Published by Hilliard MacBeth on Nov 23, 2018 Surging U.S. oil production puts energy exporters at risk. Canada and OPEC are on the spot as new oil production from Texas shale formations surpasses even the most optimistic forecasts. Does the increase in U.S. production spell the end for OPEC? What... Read more
A messy Brexit means opportunity Published by Hilliard MacBeth on Nov 16, 2018 Brexit is in the news again, as a possible November/December summit between the EU and the UK nears along with the March 29, 2019 Brexit deadline. There are many possibilities for next steps in the Brexit saga, including an agreement on Brexit terms in... Read more
Volatility is good for value investors Published by Hilliard MacBeth on Nov 10, 2018 World stock markets are experiencing unusual volatility during 2018, and some markets, like China, are down more than 20 percent from the start of the year. Political upheaval in the U.S. and Europe is nearly a certainty in 2019, as U.S. election results... Read more
What four decades in the investment world has taught me Published by Hilliard MacBeth on Nov 02, 2018 An anniversary marking 40 years for me as an investment advisor arrived on November 1 this week. When I started as a stockbroker in 1978 I remember calling people to talk about Canada Savings Bonds that earned 9.5% interest. Since then bond yields have... Read more