, Morgan Stanley Chief US Equity Strategist Michael Wilson says it's a good idea for investors to start getting their portfolios in shape for the eventual recovery.
"A recession typically signals the end, not the beginning, of a bear market," Wilson wrote in a note to clients. "While it's not possible to call an absolute bottom with precision, we think it's close on many metrics. ... on a 6- to 12-month horizon, this will prove to be a buying opportunity." "From the market peak, defensives tend to lead; after sell-offs of 25%, leadership remains defensive but it shifts slightly more cyclical ," he wrote. "Once the market troughs, Tech, Consumer Cyclicals & Industrials take the leadership roles."
For investors who want to put that idea into action, here are 11 stocks that could be a compelling opportunity. They are all rated "Overweight" by Wilson's firm, and they all performed well following at least two of the last three recessionary sell-offs, which came in 1990-91, 2000-01, and 2007-09.
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