Willingdon Views

We outline our views and predictions for the market in 2006.

Should the United States be the great checkbook for all the world’s problems? What will drive corporate success in an increasingly competitive global economic environment?

How to make investment decisions in an environment with endless issues to debate, few of which will be actually resolved.

Challenging the power of the Internet and its impact on morality, political activism, business ethics and stock prices.

Addressing the long-term implications to the global economy from the trade deficit, high oil prices, and the explosive growth in China.

Identifying the factors that drive heightened activity in M&A, and discussing the benefits and risks for the market as well as individual stocks.