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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China could be the world leader in nuclear power by 2030

Published by Hilliard MacBeth on Feb 23, 2024

China is growing its nuclear power generation capacity. Already the world leader in solar and wind, China threatens to take the lead in one of the most talked-about clean energy formats, nuclear power. Will China pass the U.S. and France in generating... Read more
Commercial real estate slump in U.S. could trigger a crisis

Published by Hilliard MacBeth on Feb 16, 2024

Commercial real estate is a major asset class for businesses, institutional investors, and banks. For decades, most lenders were eager to accept commercial real estate as collateral for loans. Also pension plans and insurance companies regarded properties... Read more
China struggles with weak stock markets

Published by Hilliard MacBeth on Feb 09, 2024

China starts 2024 with drastic measures to head off further losses in the stock market. These actions echo government rescue efforts in 2021-2023 for the property market which have been unsuccessful. Could China stock markets rebound this time? The meltdown... Read more
Canada might abandon its inflation target in a recession

Published by Hilliard MacBeth on Feb 02, 2024

The Bank of Canada (BOC) held interest rates steady at 5 percent in January, highlighting growing weakness in the Canadian economy. But unfortunately, inflation is not declining as fast as the central bank would like. Will the central bank abandon its... Read more