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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(331)

Balancing act: Investing amid the AI boom and the Iran war

Balancing act: Investing amid the AI boom and the Iran war

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his...

2 Juli 24min

A hunting dog mindset to investing

A hunting dog mindset to investing

What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see ch...

25 Juni 25min

When will homes be affordable again?

When will homes be affordable again?

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the cruc...

18 Juni 23min

How relentless focus sets Broadcom's CEO apart

How relentless focus sets Broadcom's CEO apart

For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks do...

11 Juni 20min

Geopolitics and the U.S. midterms

Geopolitics and the U.S. midterms

Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the out...

4 Juni 45min

Skills that matter in an AI world

Skills that matter in an AI world

With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outc...

28 Maj 28min

Why today's stock market calls for active management

Why today's stock market calls for active management

What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, conce...

21 Maj 20min

From medicine to markets: Long-term biotech investing

From medicine to markets: Long-term biotech investing

Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she explains how her clinical experience helps asses...

14 Maj 20min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
svd-tech-brief
rss-borsens-finest
dynastin
uppgang-och-fall
avanzapodden
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
lastbilspodden
fill-or-kill
rss-dagen-med-di
rss-dominoeffekten
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
kapitalet-en-podd-om-ekonomi
market-makers
montrosepodden