57: Forecasting the next downturn, with Justin Onuekwusi and Emiel van den Heiligenberg

L&G Talks Asset Management · Jun 27, 2019 · 23m

Question: Are people at parties talking to you about stocks?

If the answer is ‘yes’ then (1) you could be going to the wrong sorts of parties or, more likely, (2) this could be a qualitative indicator that the economy is in ‘bubble’ territory.

This episode looks at the ways investors can use quantitative and qualitative indicators to try and forecast the next economic recession. After a valiant attempt to explain the economic cycle in just one sentence, Emiel van den Heiligenberg, Head of Asset Allocation, discusses why the triggers of the next downturn will be different and why cycle…