Investors should get ready for a post-recession bull run
FTAdviser Podcast
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What's Going to Rebound From a Short Recession?
If this is going to be a more shallow recession, then you start thinking about what an earnings or cash flow number would look like for a stock. Some of the more cyclical areas of the market are seeing that and already shipping well below end market consumption. While there'll be some classically later cycle type of companies or software companies, it would be later in that cycle,. The weakening will be later to see those earnings cuts. And then obviously you've got to overlay that with what's a reasonable valuation to pay for these types of stocks - maybe not as high as you thought they were going to be.
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