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.

Episoder(313)

High steaks: The coming food transformation

High steaks: The coming food transformation

We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across ind...

26 Sep 202422min

AI revolution: Winter of disillusion on the horizon?

AI revolution: Winter of disillusion on the horizon?

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI's potential ...

19 Sep 202434min

Conversations with Mike Gitlin: Featuring Courtney Wolf

Conversations with Mike Gitlin: Featuring Courtney Wolf

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance ...

12 Sep 202432min

Asia focus: Is Indonesia poised for takeoff?

Asia focus: Is Indonesia poised for takeoff?

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next sh...

5 Sep 202435min

Risky business: Investing in troubled companies

Risky business: Investing in troubled companies

Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during t...

29 Aug 202425min

Conversations with Mike Gitlin: Featuring Winnie Kwan

Conversations with Mike Gitlin: Featuring Winnie Kwan

Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar's top female fund managers of 2024, Winnie discusses her investme...

22 Aug 202434min

The heavy impact of weight loss drugs

The heavy impact of weight loss drugs

Weight loss drugs that aim to radically curb appetites and prevent a host of obesity-related health problems are seeing unprecedented demand. At the same time, these drugs — sold under the brand names...

15 Aug 202415min

Election Watch: A November to remember

Election Watch: A November to remember

Capital Group election watchers Matt Miller and Reagan Anderson highlight dynamics that will shape the historic race for the White House. They cover domestic policy priorities and potential tax implic...

8 Aug 202431min

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