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)

International investing in volatile markets

International investing in volatile markets

A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios i...

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The future of media & entertainment: Metaverse now?

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There's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today than ever. In this podcast, we explore the...

25 Mar 202222min

10 investment themes for 2022

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This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group's investment team, spotlights four of the 10 themes: health care, media, tr...

11 Mar 202238min

Is software ready for a reboot?

Is software ready for a reboot?

Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darling...

25 Feb 202220min

The Lords of Easy Money with author Christopher Leonard

The Lords of Easy Money with author Christopher Leonard

Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the Ame...

28 Jan 202240min

The best of Capital Ideas — Pandemic edition

The best of Capital Ideas — Pandemic edition

Experience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group's investment team. With host Matt Miller as our guide, we revisit the audio moments that epitomized...

14 Jan 202237min

Will the COVID Grinch steal Christmas?

Will the COVID Grinch steal Christmas?

With vaccinations widely available and a year's worth of pent-up consumer demand, shoppers are flocking to stores. That's great news for retailers since the holiday season makes or breaks their year. ...

17 Des 202128min

Is Bitcoin too big to ignore?

Is Bitcoin too big to ignore?

Demand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be considered legitimate financial instruments or...

3 Des 202136min

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