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)

Michael Kitces: How Advisors Can Find Their Niche Online

Michael Kitces: How Advisors Can Find Their Niche Online

As an advisor and industry trendspotter, Michael Kitces and his Nerd's Eye View blog are required reading for many financial advisors. In turn, Kitces devotes much of his time generating free content ...

26 Jan 201817min

The Outlook for International Equities

The Outlook for International Equities

Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl shares his optimistic outlook for non-U.S....

12 Jan 201842min

How High Can Tech Go?

How High Can Tech Go?

Today's internet sector has many investors nervous, with the recent meteoric success of the FANG stocks (Facebook, Apple, Netflix, Google/Alphabet) combined with high valuations and a prolonged bull m...

29 Des 201737min

Outlook 2018: Markets and Economies

Outlook 2018: Markets and Economies

Capital Group's annual Outlook is a widely anticipated watch/listen/read within the investment community. Listen to this 2018 podcast rendition and learn whether global equities are still attractive d...

15 Des 201753min

Emerging Markets Investing: From Smokestacks to Smartphones

Emerging Markets Investing: From Smokestacks to Smartphones

Capital Group portfolio manager Shaw Wagener has witnessed the remarkable evolution of emerging markets investing over a career spanning 30-plus years. In this podcast, Shaw discusses the unique chall...

1 Des 201727min

U.S. Retail Outlook: Life Beyond Amazon?

U.S. Retail Outlook: Life Beyond Amazon?

Given the explosive popularity of Amazon, some traditional retailers have resorted to introducing in-store "experiences" to lure shoppers through their doors. Others, meanwhile, rely on key competitiv...

17 Nov 201729min

Women and Investing: Dispelling Myths

Women and Investing: Dispelling Myths

Women in the U.S. control more than $11 trillion of investable assets. That's no small constituency for financial advisers and asset managers. In today's podcast, we'll hear from Heather Lord, Capital...

3 Nov 201724min

Efficient Markets Reconsidered

Efficient Markets Reconsidered

How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into the breach stepped finance professor and ...

27 Okt 201731min

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