Latest articles by John Stepek
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What will long-term mortgages mean for the UK housing market?
Analysis Kensington Mortgages is tapping into long-term fixed-rate mortgages. John Stepek breaks down what this tells us about the housing market.
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Amazon, the great disruptor, might be about to turn payments upside down too
Analysis Amazon’s ban on UK Visa credit cards is more than just a local post-Brexit spat, says John Stepek. It could be part of a wider plan to disrupt the whole payment industry.
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Here’s why UK investors should keep an eye on New Zealand’s fight against inflation
Analysis The Bank of England remains relaxed about inflation and is holding off raising interest rates. But things are very different on the other side of the world, says John Stepek. Here's what we can learn from New Zealand.
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The UK jobs market is booming – so it’ll be hard to skip raising rates next month
Analysis The UK has a booming jobs market and the lowest interest rates in history. One of those things has to give, says John Stepek
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Inflation is anything but transitory – here’s why
Analysis Many people seem to think that inflation will vanish once the pandemic is behind us. But they're wrong, says John Stepek. Inflation will be with us for a long time to come. Here's why.
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Last chance to book! All you need to know about investing for the year ahead in one handy package
News John Stepek runs through the speakers and topics under discussion at the upcoming MoneyWeek Wealth Summit.
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Inflation might surprise us again in the short-term – but it’s here to stay
Analysis Central banks may keep telling us that inflation is transitory, but the reality is that we're in for a period of structurally higher inflation. John Stepek looks at what central banks might do next, and how you should rethink your portfolio.
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Central banks are still sticking to the plan on inflation
Analysis Investors had prepared for central banks to raise interest rates. But the Fed and the Bank of England remain dovish – and markets are comfortable with this. John Stepek explains what's going on.
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Should stockmarket investors sell in September?
Advice Historical data shows that stocks do better in some months than others. But can investors profit from this?
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The Bank of England gives markets a shock
Analysis Despite warning that it would have to act on inflation, the Bank of England has opted not to raise interest rates. John Stepek looks at the markets’ reaction and asks: what now?
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The Federal Reserve is printing less money – so why have markets hit record levels?
Analysis America’s central bank has started “tapering” – cutting back on its quantitative easing programme. But instead of markets falling, they’re hitting record highs. John Stepek explains what’s going on.
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The one thing that can pop the house price bubble
Opinion The Bank of England has made it clear that interest rates will rise before Christmas. And if there's one thing that can burst the house price bubble, says John Stepek, it's higher interest rates.
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What does Rishi Sunak have in store for investors this Wednesday?
Analysis Rishi Sunak is unveiling his spending plans for the economy this week. John Stepek analyses areas which may be most hit by the budget.
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How rising interest rates could hurt big tech stocks
Advice Low interest rates have helped the biggest companies to entrench their positions. But what if rates rise?
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Green finance is set to be the most powerful financial repression tool yet
Analysis The government has launched its “green savings bond” that offers investors just 0.65%. But that pitiful return is in many ways the point of “green” finance. John Stepek explains why.
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Equities are not a good inflation hedge
Editor's letter Institutional investors are definitely now worried about inflation. But they're not yet worried enough to flee to cash, says John Stepek
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Will the government’s green plans hit the price of your home?
Opinion UK house prices are still rising fast. But the government’s plan to reach net-zero carbon emissions could halt that – for some of us, at least. John Stepek explains why.
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Index tracker funds won't shield your wealth from inflation – here's why
Analysis If you want your portfolio to survive in an inflationary world, a broad index-tracker fund won’t cut it. You need to be a lot more selective than that. John Stepek explains why.
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When will supply chains sort themselves out and what might that mean for inflation?
Analysis Right now, congestion in global supply chains is driving inflation higher. At some point, that will sort itself out. So will that mean an end to high inflation? Not necessarily, says John Stepek. Here’s why.
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Why actively managed funds don’t outperform in bear markets
Advice The idea that active funds should outperform in bear markets is logical and compelling. Sadly, it’s also wrong
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Inflation isn’t transitory – but what does that mean for markets?
Analysis With US inflation at its highest for 13 years and prices rising fast around the world, markets have come to realise that this is no longer “transitory”. John Stepek looks at what that means for your money.
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The Bank of England is keen to raise interest rates – what does that mean for you?
Analysis The Bank of England is considering raising interest rates again following a decade of interest rate cuts. John Stepek explains what this means for you and your money.
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Why the world’s most important economic data release has unnerved markets
Analysis The US added only 194,000 jobs in September, far shorter than the 500,000 that were expected. John Stepek explains why markets didn't react as they normally would.
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How to beat rising inflation
Advice A look back at the 1970s reveals what you should invest in if you’re not convinced inflation is “transitory”
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