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)

Can the U.S. economy survive higher interest rates?

Can the U.S. economy survive higher interest rates?

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-yea...

17 Apr 202421min

Mastering the obvious for investment success

Mastering the obvious for investment success

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holdin...

11 Apr 202430min

Conversations with Mike Gitlin: Featuring Carl Kawaja

Conversations with Mike Gitlin: Featuring Carl Kawaja

Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, wh...

28 Mar 202430min

Will commercial real estate sink the U.S. economy?

Will commercial real estate sink the U.S. economy?

Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what th...

21 Mar 202425min

The American energy juggernaut

The American energy juggernaut

Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for c...

14 Mar 202436min

Why women make great investors

Why women make great investors

In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industr...

7 Mar 202419min

Lessons from a research trip to India

Lessons from a research trip to India

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our on the grou...

29 Feb 202434min

Conversations with Mike Gitlin: Featuring Rob Lovelace

Conversations with Mike Gitlin: Featuring Rob Lovelace

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment envi...

22 Feb 202435min

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