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)

Navigating the U.S. Municipal Bond Market

Navigating the U.S. Municipal Bond Market

Municipal bonds provide financing for hospitals, roads, schools and many other public projects we all know and utilize, yet many investors are unfamiliar with the inner workings of this nearly $4 tril...

23 Jun 201735min

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges...

9 Jun 201732min

Beyond Brexit

Beyond Brexit

Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry veteran covers the investment implications of n...

26 Mai 201735min

Rising in the East: China's Economic Outlook

Rising in the East: China's Economic Outlook

China's economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the long-term implications for investors? We ex...

12 Mai 201731min

Driverless Cars and AI — Oh, My!

Driverless Cars and AI — Oh, My!

Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What's driving this rapid change, and what are the implications for the global economy...

28 Apr 201736min

Where Geopolitics and Investing Intersect

Where Geopolitics and Investing Intersect

Today's geopolitical stakes couldn't be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strai...

12 Apr 201725min

Alan Greenspan: The Man Who Knew

Alan Greenspan: The Man Who Knew

Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance. Mr. Mallab...

28 Mar 201736min

The New Reality of Global Investing

The New Reality of Global Investing

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This "new geography" has given rise to ...

28 Mar 201716min

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