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(314)

Emerging markets re-emerging

Emerging markets re-emerging

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the "China Plus One" strate...

31 Aug 202326min

Lessons over 50 years of fixed income investing, part 2

Lessons over 50 years of fixed income investing, part 2

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired...

24 Aug 202324min

Investing through crisis

Investing through crisis

What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to lear...

16 Aug 202325min

Semiconductor industry emerges stronger from the pandemic

Semiconductor industry emerges stronger from the pandemic

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has t...

10 Aug 202328min

Lessons over 50 years of fixed income investing, part 1

Lessons over 50 years of fixed income investing, part 1

As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and less...

3 Aug 202329min

2023 Midyear Outlook

2023 Midyear Outlook

Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Re...

27 Jul 202329min

Guide to market recoveries

Guide to market recoveries

Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to st...

20 Jul 20236min

3 lessons from a lifelong tech investor

3 lessons from a lifelong tech investor

After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech investing when he rubbed shoulders with ...

13 Jul 202320min

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