Summary
-
- Equities investments may perform better in a recession than a passive portfolio approach.
- In particular, oil and gas equities may quickly recover and outperform the broader market in a recession, as they did following the Global Financial Crisis (GFC) in 2009.
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.