The US might be politically divided. But both parties clearly now agree on one big issue – government spending, and plenty of it, is a good thing. John Stepek explains why this is so important for investors.
Articles written by John Stepek
History shows that value stocks always struggle during technological shifts. But when’s the turnaround?
Every now and again, markets undergo a “paradigm shift”. Hedge fund guru Ray Dalio thinks we’re near one now. And he’s buying gold. John Stepek explains why you should, too.
The US bond yield curve turned positive again at the tail end of this week. John Stepek looks at how it affects the charts that matter the most to the global economy.
Donald Trump is a big fan of a weaker currency for America. John Stepek explains why, how he could target the US dollar, and what that would mean for investors.
If the next phase of the internet revolution is at hand, it could mark a return for value investing.
London house prices are falling at the fastest rate for ten years. John Stepek explains what’s behind the slide, and what it would take to create a UK-wide house-price crash.
We don’t need new fund structures to tackle liquidity concerns with open ended funds– the ideal vehicle already exists – investment trusts.
The only real way to profit from market bubbles is to avoid them and invest in “anti-bubbles” instead. John Stepek explains what an anti-bubble is, and picks some of the most promising.
China’s economy is growing at its slowest rate since 1992, when it started reporting its GDP performance. John Stepek looks at what’s behind the latest figures and explains what it all means for you.