Investors Eye Two Stocks for Recovery Amid Market Uncertainty

Global stock markets have shown resilience in 2025, with major indices such as the FTSE 100 and S&P 500 experiencing gains of approximately 14% since January 1. Despite this positive performance, investors remain wary of potential downturns due to rising inflation, signs of economic slowdown, and geopolitical tensions in regions like Europe and the Middle East. With these challenges mounting, the possibility of a stock market crash is prompting investors to reassess their portfolios and consider strategic stock purchases in anticipation of a market correction.

As investors prepare for possible market turbulence, there are opportunities to acquire shares at discounted prices. Two companies that have garnered attention for potential investment during a downturn are AG Barr and Clarkson.

AG Barr: A Resilient Beverage Producer

Shares of AG Barr (LSE:BAG) have appreciated by 10% so far this year, leading to a forward price-to-earnings (P/E) ratio of 16.1, which is above the broader FTSE 250 average of approximately 13. The company is renowned for its popular beverages, including Irn Bru and Rubicon, which maintain strong brand loyalty even during economic downturns. Recent financial reports indicated a revenue increase of 3.1% for the six months ending in July, despite ongoing consumer pressures.

While AG Barr demonstrates solid performance, concerns linger regarding its growth potential compared to global competitors like Coca-Cola, particularly due to its limited international presence. Consequently, some investors may choose to wait for a more favorable entry point before investing.

Clarkson: A Key Player in Shipping

In contrast, Clarkson (LSE:CKN) has seen its share price decline by 7% since the beginning of the year, reflecting the adverse effects of trade tariffs and emerging regional conflicts on the shipping market. The company, which is recognized as the world’s largest shipbroker, is currently valued with a forward P/E ratio of 17.3, a figure that some investors may find excessive given the prevailing economic uncertainties.

Despite these challenges, Clarkson presents a compelling case for future investment. As trade flows improve with economic recovery, the company stands to benefit significantly. Additionally, the limited new shipping supply in recent years is likely to boost freight rates when market conditions stabilize. The energy transition, particularly the rise of liquefied natural gas (LNG) carriers and vessels supporting offshore wind farms, presents further long-term growth opportunities for Clarkson.

The current market landscape emphasizes the importance of strategic investment planning. While uncertainties abound, corrections in stock prices may offer investors the chance to acquire shares in companies with strong fundamentals at lower valuations. As investors navigate these turbulent waters, close attention to market dynamics and individual company performance will be crucial in making informed decisions.

In conclusion, while the prospect of a stock market crash remains uncertain, being proactive and identifying potential investment opportunities can position investors favorably. Whether considering the resilience of AG Barr or the long-term potential of Clarkson, maintaining a diversified portfolio will be essential in weathering any upcoming economic storms.