Expansions Don't Die of Old Age
As the US economic cycle continues to age, many are starting to question when—and how—it will end. Our Head of Equities Stephen Dover says it’s certainly wise for investors to prepare, but doesn’t see reason to think a recession is on the immediate horizon. Download the Midyear Outlook
Tools for Forecasting the Next Recession
The methodology and metrics that inform our recession outlook. Read our latest recession forecast outlook
Four Changes in Global Markets and Their Impact on Equities
Stephen Dover, CFA, Executive Vice President, Head of Equities, talks about four changes he is seeing in global markets and their impact on equities.
Spring 2019 Market Outlook
Chief Market Strategist, David Lafferty, shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.
Chuck Royce on the 10th Anniversary of the Financial Crisis
Chuck Royce and Francis Gannon on current opportunities in cyclical small-caps and how the 10th anniversary of the Great Recession relates to today’s market. Can the Rebounding Market Keep Going?
Where are Potential Bright Spots for Value Investors?
Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely. In this quarter’s outlook video, he shares sectors that provide what he thinks are good risk/reward profiles: medical devices and energy.
Time to Give Credit Its Due?
Now may be a good time to consider high-quality segments of the credit sector. CIO U.S. Core Strategies Scott Mather explains the credits we favor – including agency mortgages and structured credit.
Rapid Fire: Recession Odds, Risk Assets and Profit Margins
PIMCO experts answer top-of-mind investor questions, including the likelihood of a near-term recession, whether risk assets may have more room to rally and the prospect of shrinking margins.
Debating the Next Fed Move
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses his economic outlook and the possibility of a financial accident in 2019.
Fed Dot Plot Shows Zero Hike Consensus
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses the Federal Reserve’s policy statement and dot plot consensus of no rate hikes in 2019.
Capital Markets Outlook
Is recession inevitable? Ed Kerschner explains the “fire” and “ice” scenarios.
Guide to Recessions
Capital Group’s latest report, “Guide to recessions,” is a comprehensive e-book that explores where the U.S. is in the current economic cycle and can help advisors answer their clients’ top questions about recessions. There's also an opportunity to earn CE credit after reading the guide. Please click here to view the white paper.