The Willis Investment Counsel research and portfolio management team periodically publishes its views on investor psychology/behavior, macroeconomic and capital market environments, developments, and trends, and their influences on investment strategies.
Willis Investment Counsel Strategy Insight
The Rising Risks of the Way Money is Managed Today – March 2018
Willis Investment Counsel Managed Volatility and Income Strategy – February 2013
Investor Behavior
40 Years of Discipline, Learning, and Adapting – April 2019
What If “Animal Spirits” Kick In? – November 2016
The Road Not Taken – January 2014
The Greatest Risk Has Been Excessive Pessimism – January 2013
Primary Mistakes Investors Made During The Last Five Years – February 2013
Timeless Principles – September 2012
Asset Allocation
Is It Worthwhile? – January 2019
More Than You Probably Want to Know – July 2017
Targeted Rate of Return and Asset Allocation in a Low Return World – November 2016
The Drivers of Portfolio Outcomes – April 2016
Economic Climate
What Does WIC Know at this Juncture in the Economic and Market Cycle? – December 2019
Adapt or Die – May 2017
2017 Annual Investment Briefing Video – April 2017
Portfolio Strategy for a Struggling Economy and a Market Dominated by Negativism – June 2012
Corporate Profitability Matters – May 2012
A Three-Year Investment Retrospective: Surprisingly Good – February 2012
Risk Management
How Does Willis Investment Counsel Respond to Volatility? – April 2018
The Importance of Prudent Capital Allocation and Aligned Interests – June 2012
Interest Rates and Taxes
What Happens to Stocks When Interest Rates Rise? – November 2016
The Threat Of Rising Interest Rates Is NOT The Greatest Risk – October 2015
The Historical Impact of Higher Tax Rates on Dividend Paying Stocks is Surprising – December 2012
The Impact of Proposed Tax Rates on Dividends – February 2012