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 trouble with unsustainable debt

The trouble with unsustainable debt

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does ...

11 Des 202519min

The rise and rise of Chinese automakers

The rise and rise of Chinese automakers

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of...

9 Des 202524min

Running a tight, high-conviction portfolio in a noisy market

Running a tight, high-conviction portfolio in a noisy market

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitl...

4 Des 202523min

Private markets and macro outlook

Private markets and macro outlook

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health o...

27 Nov 202524min

European industrials - innovation and tariff resilience explained

European industrials - innovation and tariff resilience explained

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector,  many of these companies have changed beyond recognition in recent years. Equity investment  analys...

25 Nov 202525min

How GE Aerospace CEO Larry Culp turns problems into progress

How GE Aerospace CEO Larry Culp turns problems into progress

Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped ...

20 Nov 202530min

Short-term bonds: A low-profile asset class shifts into high gear

Short-term bonds: A low-profile asset class shifts into high gear

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixe...

13 Nov 202526min

India's strategic autonomy in global markets

India's strategic autonomy in global markets

With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience n...

11 Nov 202518min

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