Identifying winning stocks requires more than scanning headlines. InvestorPlace analysts focus on long-term themes, market timing, and structural shifts shaping where capital is flowing next, highlighting stocks positioned to benefit from those trends.
By
Luke Lango, InvestorPlace Senior Investment Analyst
Assume a recession is going to happen, and then work from there. During the 2008 recession, corporate earnings dropped 60% – a massive wipeout. In 2000-01, corporate earnings fell about 30%. And during the recession of 1989-91, earnings dove around 25%. If we see a deep recession similar to 2008, earnings will fall 60%. And if we’re hit by a shallower recession, like those of 1989 and 2000, earnings will drop closer to 30%.
There's no use in attempting to forecast what the market will do as we've entered bear territory. However, investing in long duration assets such as renewable energy stocks could provide an ulterior strategy.