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)

"The New Class War" with author Michael Lind

"The New Class War" with author Michael Lind

What factors have given rise to today's populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his la...

21 Mai 202136min

Investing in Europe's recovery

Investing in Europe's recovery

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won't commit, but opportunities he's fi...

23 Apr 202128min

Investing in China — Revisited

Investing in China — Revisited

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China's economy and markets as the world's second largest economy emerges from the pandemic. Winnie Kwan is a p...

26 Mar 202124min

"Don't eat the pizza" and other bits of investment wisdom

"Don't eat the pizza" and other bits of investment wisdom

Capital Group's collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent "lessons learned" session involving the ...

26 Feb 202139min

Washington focus with Matt Miller

Washington focus with Matt Miller

To help investors make sense of the political transition in Washington, we've flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist...

29 Jan 202145min

The age of Angrynomics

The age of Angrynomics

Economist Eric Lonergan discusses his book, "Angrynomics," which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coautho...

15 Jan 202128min

2021 Outlook

2021 Outlook

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To vie...

31 Des 20201h 5min

Retiring bond manager charts the path ahead

Retiring bond manager charts the path ahead

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors em...

11 Des 202037min

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