Non government agencies, governments across the world, money managers and firms have raised the expected probability of a recession in the near future. As a novice with very little experience in the equities market and the economy more generally, I'm looking for advice and more specifically specialized learning material that can be used to make the most of potential dips.
I'm curious as to how I can analyze the situation and make estimates as to which sectors, and further more which companies would be a good investment. Also, the right way to diversify my portfolio.
I'd prefer getting quite technical with this to get a quantitative idea than a merely qualitative one.
Thank you for your time :)