Tim Holland, CFA, Senior Vice President, Global Investment Strategist
On this week’s podcast (recorded November 20, 2017), Tim takes a closer look at the somewhat unpleasant topic of Recession — including what causes them and when the next one might hit.
- There are three historic catalysts for a recession: The Federal Reserve, a bursting bubble, and an exogenous shock.
- When will the next recession hit? The short answer? Not now.
- Interest rates remain at reasonable levels, corporate revenues and earnings are growing, unemployment claims and the unemployment rate are at historic lows, and consumers and corporations have ample access to credit.
For Tim’s full insights, click here to listen to the audio recording.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.