Video Highlights:

– After a big market drop, it’s typical to get a “bounce” that could be as much as 50% of the previous high. While it might look like the market is returning, we’ll show you why we don’t believe a “V” recovery is possible right now.

– With low consumer confidence (consumer makes up 70% of the market), high unemployment and still unknown toll of Coronavirus, we are not seeing any signals that the market is ready for a turnaround quite yet.

– We make moves based on data, not hope or hype. We continue to stay conservative and defensive.

– Right now we like sectors such as tangible assets (water infrastructure, farmland, etc), necessities (utilities, consumer staples) and technology (cloud computing, remote tech/remote health care).

– We continue to encourage leaders to see this as an opportunity to bring our existing structures into question and rebuild systems that are more equitable, sustainable and conscious.


As always, a deep bow of gratitude to you our clients. Please don’t hesitate to contact us with any questions or concerns.

Best regards,

The Willow Team
+1 413 236 2980