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)

Patience helps a veteran investor manage through crisis

Patience helps a veteran investor manage through crisis

Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today's b...

17 Apr 202522min

Autos: an industry disrupted

Autos: an industry disrupted

With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #CapGroupGlobal ...

15 Apr 202520min

How the COVID pandemic may continue to shape society and investments

How the COVID pandemic may continue to shape society and investments

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, n...

10 Apr 202532min

Long-term investing: The value of thinking differently

Long-term investing: The value of thinking differently

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the ...

3 Apr 202533min

The outlook for European banks

The outlook for European banks

Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent re...

1 Apr 202516min

Emerging markets investing: Four decades of wisdom

Emerging markets investing: Four decades of wisdom

Capital Group's Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equ...

27 Mar 202531min

Are tariffs a threat to the U.S. economy?

Are tariffs a threat to the U.S. economy?

As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. econo...

20 Mar 202530min

Cutting through the AI hype

Cutting through the AI hype

Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight...

18 Mar 202524min

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