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)

Airshow confidential: Is aerospace taking off?

Airshow confidential: Is aerospace taking off?

Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. Th...

2 Des 202232min

The revenge of brick-and-mortar retail?

The revenge of brick-and-mortar retail?

Even with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have re-embraced in-store shopping. But could decades-hi...

18 Nov 202235min

Recession watch

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A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager J...

4 Nov 202252min

U.S. midterm elections: Who will prevail?

U.S. midterm elections: Who will prevail?

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a "red wave" back into power, or will Democrat...

20 Okt 202237min

Chip War with author Chris Miller

Chip War with author Chris Miller

Author Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the geopolitical struggle to both expand and con...

7 Okt 202219min

COVID distortions fanned the flames of inflation

COVID distortions fanned the flames of inflation

Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, ...

23 Sep 202226min

The Fed Unbound with author Lev Menand

The Fed Unbound with author Lev Menand

The U.S. Federal Reserve's role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York,...

9 Sep 202238min

4 portfolio managers on braving bear markets

4 portfolio managers on braving bear markets

How is Capital Group's investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they're finding oppor...

26 Aug 202232min

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