When is the next recession?

When is the next recession?

The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell Spence and equity portfolio manager Joyce Gordon take an in-depth look at recessions and offer their perspectives on what investors can do to prepare for the next one.

Get our Guide to recessions [free e-book]:

U.S. | Europe | Asia-Pacific | Canada

Economist Jared Franz covers the U.S. and Latin America. He has 13 years of investment experience, four with Capital Group. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company and an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois and a bachelor's degree from Northwestern University.

Equity portfolio manager Joyce Gordon is an equity portfolio manager with 38 years of investment experience. She has been with Capital Group for 43 years. She previously covered thrifts, banking and paper & forest products companies as an investment analyst. She holds an MBA and a bachelor's degree from the University of Southern California.

Economist Darrell Spence is a research director with 26 years of investment industry experience, all with Capital Group. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

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Episoder(322)

Starbucks CEO: Why human connection matters more than ever in an AI world

Starbucks CEO: Why human connection matters more than ever in an AI world

What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from...

8 Okt 33min

Why Asian credit deserves a closer look

Why Asian credit deserves a closer look

Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profi...

1 Okt 22min

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in Novem...

24 Sep 25min

Luxury, mining and the power of connecting the dots

Luxury, mining and the power of connecting the dots

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the n...

17 Sep 30min

Bond talk: Which way interest rates?

Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.   #CapGroupGlobal For ful...

10 Sep 34min

NFL Colts QB Daniel Jones on quiet leadership

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the int...

3 Sep 25min

Market leadership: U.S. vs international stocks

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that cont...

27 Aug 31min

Investing through the AI transition

Investing through the AI transition

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamenta...

20 Aug 25min

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