Rebecca E Jones

New Money • 9th July 2020

New Money backs Richard Curtis campaign to make UK pensions sustainable

New Money is proud to be a supporter of the Make My Money Matter campaign, launched by co-founder of Comic Relief Richard Curtis with the aim to help make Britain’s £3 trillion pension pot more sustainable.

15th May 2020

Active vs. Passive: Green without trying? | YouTube

Can you really be green without trying? In our second video explainer we weigh up active and passive investment management and ask if it's worth paying for a human, or not...

New Money • 27th March 2020

From ethical to green investing, and the wash in between

Green investing has come a long way. In the UK, the first formal shoots emerged back in 1985, when Friends Provident launched its first ethical funds.

New Money • 19th March 2020

Saving the planet matters more now than ever

In such trying times it is easy to dismiss anything we might consider ‘not important’. Climate change, though, must not be among them.

New Money • 12th March 2020

Guide to Greenwashing reveals sustainable investment spin

New Money in partnership with boutique impact adviser EQ Investors and leading fund managers Liontrust Fund Partners and M&G have come together to produce a complete guide to greenwashing in the investment industry.

New Money • 24th February 2020

What is a SIPP and where can you get one?

A staggering 69% of the UK population has a pension and a growing number of us are going DIY through a Self Invested Personal Pension, aka a SIPP.

New Money • 17th February 2020

VIDEO: Your pension is invested in Shell. Here's how to change that.

In another short, sweet and sustainable video explainer we lift the lid on pension funds – around 99% of which are invested in oil and gas, mining companies, tobacco giants, big pharma and global banks.

Good With Money • 30th August 2019

Revolution is the only answer: take control of capital today | Good With Money

The world has fallen into poor political shape as rampant inequality has left impoverished working people vulnerable to populist dictators.

Good With Money • 14th August 2019

Smug Money Podcast #9: How to dodge the greenwash | Good With Money

Investment manager Mike Appleby from the Liontrust Sustainable Investment team joins editor Rebecca Jones to talk about greenwashing: what it is, why it’s bad and the top five tricks we can use to dodge it.

Good With Money • 28th May 2018

Investing sustainably makes money: the evidence | Good With Money

Some assume that investing for positive environmental and social change doesn’t stand a chance against oil and gas and tobacco - but they're wrong.

Moneywise • 2nd January 2018

How to align your investments with your principles | Moneywise

Many of us are making more ethical and sustainable choices as consumers, but we can also make a positive impact with our savings and investments.

Good With Money • 2nd November 2017

Sustainable Smith? Terry doesn’t get it ›

Celebrity fund manager Terry Smith is planning to “shake up” the ethical and sustainable investment sector with a new fund, but Rebecca Jones isn't so sure he understands it.

Money Observer • 16th October 2017

Nine out of 10 companies now tackling climate change | Money Observer

The number of companies now actively involved in reducing their carbon footprint has increased dramatically over the past five years, with 89% now actively reducing emissions

Good With Money • 25th October 2017

Top ten women changing investment for good | Good With Money

With the odds stacked against them, these pioneering females are fighting to make finance fairer.

Money Observer • 9th October 2017

Renewable energy sector tumbles on Osborne budget raid | Money Observer

The Chancellor of the Exchequer is scrapping the Climate Change Levy (CCL) exemption for renewable energy, severing valuable income streams to listed infrastructure trusts.

Money Observer • 18th September 2015

Does investing ethically really mean you must sacrifice returns? | Money Observer

As sustainable investment funds prove the test of time, the old adage that investors have to sacrifice returns for principles is being challenged.

Money Observer • 9th October 2017

Ben Goldsmith to head new efficient energy trust | Money Observer

Ben Goldsmith, founder of environmental asset manager WHEB, is launching a new trust that will seek to invest in assets that 'deliver or benefit from the efficient use of energy and resources'.

Moneywise • 14th October 2015

Investors unwittingly support unethical industries | Moneywise

More than two thirds of investors don't know where their money goes despite the majority stating they wouldn't invest in unethical companies.

5th October 2017

Understanding ethical investing | Money Observer

Rebecca Jones explores why ethical funds continue to account for just 1.2 per cent of the Investment Association's (IA's) universe, despite strong returns and investors increasing appetite.

15th October 2017

Most pension funds say ethical factors crucial to returns | Money Observer

Over 90 per cent of pensions trustees say that environmental, social and governance factors (ESG) factors are material to investment returns - not just a personal preference.

Good With Money • 28th August 2019

Can The Church save the climate? ›

Religion isn’t what it used to be.

Good With Money • 22nd August 2019

Oxfam: ‘G7’s failings on inequality are fuelling climate change’ ›

A new report from Oxfam has found that the seven richest countries in the world are not fulfilling their stated commitments to UN Sustainable Development Goal number 10 – to ‘reduce inequality within and among countries’ – through systemic failings that are having a devastating impact on people and the environment in their own countries and abroad.

Good With Money • 20th August 2019

The Good Guide to Pensions ›

There is, perhaps, no word in the English language less sexy than ‘pensions’.

Good With Money • 20th August 2019

Ethical funds outperform at top pension providers ›

Good With Money has launched a comprehensive guide to the UK pensions market – the Good Guide to Pensions – covering everything you need to know to make sense of your pension savings and make them as Good as you are.

Good With Money • 20th August 2019

What savers REALLY think of their pension funds ›

Most of us have no idea our pension is being invested.

Good With Money • 8th August 2019

Less kids to save the planet, and our sanity? ›

The recent announcement from the Sussex Royals that they will be having only two children to save the planet has met with a mixed reception.

Good With Money • 6th August 2019

Sustainable fund sales more than double ›

Sales of ethical and sustainable funds more than doubled in June compared to the same time last year as British savers poured more than £230 million into investing in companies doing Good.

Good With Money • 1st August 2019

July’s top 10 performing sustainable investment funds ›

In our series produced in collaboration with 3d Investing, we take a regular monthly look at the top performing funds in the sustainable investment universe, tracking trends and trendsetters in one of the fastest growing areas of global finance today.

Good With Money • 25th July 2019

Giving a sustainable s*it: Asia does eco-living better ›

In the Western world we are wont to believe we are leaders on sustainability.

Good With Money • 23rd July 2019

The wind company Liontrust is backing ›

Ever wondered what sustainable fund managers ACTUALLY invest in? As ever, Good With Money is here to answer! Our brand new series, Sustainable Stock Selectors, gives you exclusive access to the inside track on leading investment managers’ portfolios, revealing the Good companies boosting returns for investors and contributing to a better world – as well as those that may have not quite lived up to their potential.

Good With Money • 18th July 2019

40% of Brits would lose money to do Good ›

There is a lot going on in Good money right now.

Good With Money • 16th July 2019

Tackle eco-anxiety by taking out the cash ›

According to new research from Good Egg company Triodos Bank, over a third of Britons now suffer from ‘eco-anxiety,’ with 34 per cent of us now regularly fretting over what is now being widely – and rightly – relabelled the climate crisis.

Good With Money • 11th July 2019

MSCI guns for greenwashers ›

It’s the sort of thing normal people with real lives might miss: global financial analyst MSCI has brought out a whole new range of ratings to help investors analyse how funds are managing environmental, social and governance (ESG) issues.

Good With Money • 9th July 2019

Millennials must quit magical money thinking ›

Magical thinking is, sometimes, necessary.

Good With Money • 4th July 2019

Green Finance Strategy lacks people power ›

Another week, another government plan to save the planet (hooray?…).

Good With Money • 2nd July 2019

Top 10 sustainable investment funds ›

In our series produced in collaboration with 3d Investing, we take a regular monthly look at the top performing funds in the sustainable investment universe, tracking trends and trendsetters in one of the fastest growing areas of global finance today.

Good With Money • 22nd June 2019

New guarantee scheme for impact investors ›

Energise Africa, a leading impact investing platform has today launched a first-time investor guarantee pilot that will cover the first £100 of any investment to support new customers taking their first steps into impact investing on the platform.

Good With Money • 18th June 2019

Shareholder Rebellion: environmentalism on the rise in the boardroom ›

While Extinction Rebellion has been grabbing all the headlines for their traffic-stopping environmental antics, in annual general meetings across the land there has been another kind of climate uprising going on: a mass shareholder rebellion.

Good With Money • 13th June 2019

Nest quits tobacco in first for major UK pension provider ›

Nest, Britain’s biggest auto-enrolment workplace pension provider, has confirmed it will be going tobacco-free across all of its investments, ditching its £40 million stake in the industry within the next two years.

Good With Money • 13th June 2019

WHEB flaunts IMPACT with calculator ›

Leading sustainable and impact investor WHEB has launched the latest edition of its impact calculator: a nifty, industry leading tool that shows you what impact your savings might be having on the world.

7th October 2019

Profit, purpose, power | Tortoise Media

Founder and CEO of the world’s biggest asset manager, BlackRock, Larry Fink wants big business to be good, but is he doing enough to make it happen?

Good With Money • 30th July 2019

Is Boris Johnson good for the environment? | Good With Money

For many, the very phrase ‘Prime Minister Boris Johnson’ feels somewhat surreal.

FE Trustnet • 29th July 2019

Was Woodford the canary in the coal mine of a bigger liquidity crisis?

Rebecca Jones says little consideration has been given by fund managers as to whether they could meet redemptions were there to be a Northern Rock-style run on their capital.

Oi • 5th July 2018

A pleasure doing business with you | Oi Magazine

Business consultant Dan Takehiko offers a Japanese perspective on living and working in Vietnam - from a better work life balance to teambuilding exercises

Money Observer • 15th October 2017

'No way' UK is leaving EU, says Richard Buxton | Money Observer

Star fund manager Richard Buxton, manager of Old Mutual UK Alpha, has insisted that the UK will not leave the European Union (EU) despite fervent calls from politicians and the public

7th October 2017

Neil Woodford: there is no economic argument for Brexit | Money Observer

Brexit has absolutely nothing to do with economics, says Neil Woodford, manager of the £8.2 billion Woodford Equity Income fund.

Money Observer • 10th October 2017

Fund profile: Hermes Global Emerging Markets | Money Observer

Gary Greenberg's sustainably focussed investment style has helped steer Hermes Global Emerging Markets to a 100 per cent return since its launch

http://www.professionaladviser.com • 27th June 2013

Meet the Governor: what you should know about Mark Carney

Great expectations greet the Bank of England's first foreign governor, but will Mark Carney instigate great change or merely follow in the footsteps of Mervyn King? Rebecca Jones reports.

Money Observer • 10th October 2017

Fund profile: Franklin UK Managers Focus | Money Observer

Rebecca Jones meets Colin Morton, head of the innovative Franklin UK Managers Focus fund, which takes the 'best ideas' of Franklin Templeton's leading UK investors

5th October 2017

View from the top: Frostrow Capital's Alastair Smith and Grant Challis | Money Observer

Rebecca Jones speaks to Grant Challis and Alastair Smith, founders of Frostrow Capital, which boasts £5.7 billion of assets under management just eight years since inception.

http://www.professionaladviser.com • 5th December 2013

Batten down the hatches: How OMGI's Cowley is preparing for the end of QE

Stewart Cowley, manager of the Old Mutual Managed fund, tells Rebecca Jones how he is positioned moving into the new year.

Money Observer • 9th October 2017

View from the top: Simon Crinage, JPMorgan

Simon Crinage tells Rebecca Jones what it's like heading the team at the UK's largest investment trust provider

Money Observer • 9th October 2017

Fund profile: Ardevora Global Equity | Money Observer

Money Observer Rated Fund Ardevora Global Equity doesn't do it like the rest. Manager Jeremy Lang explains his strategy to Rebecca Jones.

FE Trustnet • 2nd June 2020

Where to look for an income following widespread dividend cuts

Rebecca Jones weighs up the options for income seekers now their UK dividend love story is over

FE Trustnet • 26th March 2020

Why the best funds of the 2000s collapsed in the 2010s

Many of the best-performing funds in the first 10 years of the millennium ending up losing money in the decade that followed. Rebecca Jones finds out if they are ready to bounce back.

FE Trustnet • 30th December 2019

Coming of age: The year in investment trusts

Rebecca Jones says proponents of investment trusts were vindicated in 2019, in her review of the year in the closed-ended sector.

FE Trustnet • 28th November 2019

The long-term theme cutting risk and boosting returns

Rebecca Jones explains why investors who believe a focus on ESG comes at the expense of performance are stuck in the past.

FE Trustnet • 29th July 2019

Was Woodford the canary in the coal mine of a bigger liquidity crisis?

Rebecca Jones says little consideration has been given by fund managers as to whether they could meet redemptions were there to be a Northern Rock-style run on their capital.

Moneywise • 17th August 2015

Retirement income: mixed-asset versus target-date funds | Moneywise

Retirees who would previously have been shoehorned into a poorly paying annuity or coaxed into a rigid drawdown schedule can now do as they see fit with their pension pots - but where should they invest their hard earned savings?

Money Observer • 10th October 2017

Nine diverse funds to keep returns firmly on target | Money Observer

Our quarterly multi-manager series reveals the regions, sectors, funds and trusts currently favoured by a panel of leading collective investment specialists.

Money Observer • 9th October 2017

Fund Profile: Legg Mason Japan Equity a volatile choice

Money Observer Rated Fund Legg Mason Japan Equity is unique for its focus on companies of 'the new Japan' - where sturdy investors are rewarded by stellar returns.

Money Observer • 10th October 2017

UK fund industry sees first net outflow since October 2008 | Money Observer

UK-authorised funds shed £463 million last month - the first time net sales have been negative since the start of the financial crisis

Money Observer • 9th October 2017

Fund profile: Hansa Trust now a 'value opportunity' | Money Observer

A recent pick-up in performance combined with a change in investment strategy and a notably wide discount could make Hansa Trust a significant value opportunity.

5th October 2017

Absolute return funds' focus can miss the point | Money Observer

The claim of targeted absolute return funds that they can deliver positive returns in any market conditions is often viewed with thinly veiled scepticism by private and professional investors alike.

5th October 2017

Property fund and trust yields draw investor attention | Money Observer

Commercial property was one of last year's bestselling assets, with over £3.8 billion pouring into open-ended property funds in 2014 - the most the sector has taken in a 12-month period for more than 10 years.

5th October 2017

Fund profile: Liontrust Asia Income | Money Observer

Liontrust's single Asia offering, Liontrust Asia Income, has navigated a tricky period for Asian markets since its launch in March 2012 and as such has delivered a somewhat mixed performance so far.

Money Observer • 10th October 2017

Investors favour active funds over passive as markets plunge | Money Observer

A poll has revealed that 43 per cent of investors favour actively managed investment funds, compared to 20 per cent who prefer passive index-trackers.

Express.co.uk • 2nd November 2017

Euro PLUNGES as Greece reveals plan for £26BILLION DEBT swap | The Express

THE EURO sank against the pound and dollar yesterday as the news surfaced that heavily indebted Greece is planning an "unprecedented" £26billion debt swap.

Money Observer • 5th October 2017

Frontier markets offer a bumpy ride but lucrative long-term potential | Money Observer

Having been the darlings in the emerging markets growth story, frontier markets were ousted in the second half of 2014 to become investment pariahs, but will they stay that way?

Money Observer • 15th October 2017

Investor confidence down driven by US and Asia | Money Observer

Sentiment in global stock markets waned in January, driven by a loss of confidence in the US and Asia, however data suggests investors are viewing recent volatility as a buying opportunity.

Money Observer • 15th October 2017

Investors favour UK for strong returns in 2016 | Money Observer

Nearly 36 per cent of investors polled by Money Observer's sister website Interactive Investor believe that UK equities will deliver the best global returns in 2016 - the largest majority for any global region.

Money Observer • 15th October 2017

Japan leads global markets lower | Money Observer

European indices slumped on Monday, with the UK's FTSE 100 falling 2.5 per cent to close at its second lowest level since November 2012 and pushing one-year losses above 16 per cent.

Money Observer • 15th October 2017

European markets rally against global sell-offs | Money Observer

Indices across Europe posted gains on Friday morning as some better-than-expected company results combined with a rallying oil price boosted investor confidence following a week of market tumbles.

Moneywise • 25th August 2015

FTSE 100 leads European bounce as China slides further | Moneywise

The UK's FTSE 100 index led European stockmarkets higher on Tuesday as China's market continued to tumble following Monday's global market rout.

http://www.professionaladviser.com • 19th September 2013

What the Lehmans' collapse taught us

Rebecca Jones asks commentators what lessons have been learnt from the capital crisis that shook the world.

http://www.professionaladviser.com • 18th September 2013

Emerging markets: A long-term opportunity?

Rebecca Jones investigates whether the recent emerging markets sell-off provides a value opportunity or if, in fact, assets are cheap for a reason.

http://www.professionaladviser.com • 22nd August 2013

PA Portfolio: Is Japan's recovery on the rocks?

As disappointing Q2 GDP figures weigh on the Nikkei, Rebecca Jones asks three advisers whether they think Shinzo Abe can still pull Japan out of the doldrums.

http://www.professionaladviser.com • 18th July 2013

Is Europe finally stabilising?

As manufacturing data starts to tick up, Rebecca Jones asks industry experts whether Europe is ready and stable for investment again.

http://www.professionaladviser.com • 1st August 2013

How sound is the long-term case for emerging markets?

Fears over China and the withdrawal of QE in the US have put emerging markets in the doghouse, but is the region still promising long term? Rebecca Jones asks three experts.

http://www.professionaladviser.com • 10th October 2013

PA Portfolio: Is the US shutdown a major concern?

Commentators tell Rebecca Jones there are more pressing issues on the horizon, namely the looming debt ceiling deadline.

http://www.professionaladviser.com • 4th July 2013

Is China heading for a credit crunch?

As concern about an impending crunch in China's credit markets grows, Rebecca Jones asks commentators if they are selling the region or holding steady.

Money Observer • 16th October 2017

Investors flee bonds as rates stay grounded | Money Observer

Bond funds saw a net outflow of £515 million in September, the largest exodus from the asset class since June 2013 as investors shun fixed income as interest rates stay at record low levels.

Money Observer • 9th October 2017

Is the tide turning for emerging market debt? | Money Observer

The past three years have been tricky for global bonds. Historically low interest rates have driven yields down throughout the developed world while emerging market debt has been seen as just too risky - but is the former changing the view of the latter?

Money Observer • 15th October 2017

Oil and gas firms will be fossils by 2025 | Money Observer

Technological development will transform the global marketplace over the next decade, with the oil and gas sector set to be the most negatively affected.

Money Observer • 15th October 2017

Rated Funds review: US equities | Money Observer

US companies focused on the domestic economy and the US consumer are likely to do well in 2016.

Money Observer • 15th October 2017

Should I invest in gold? | Money Observer

Traded long before the birth of the London Stock Exchange, gold is the world's premier hard currency, and so in times of uncertainty people still scramble to store their wealth in it.

Money Observer • 9th October 2017

Investors flock to cash amid market turmoil | Money Observer

The number of investors increasing their exposure to equity markets has fallen to 25 per cent, down from 49 per cent during the same period last year, a survey conducted by the Association of Investment Companies (AIC) has revealed.

http://www.professionaladviser.com • 27th June 2013

'Is this the bubble?' Advisers share their outlook on QE and bonds

With all eyes on the Federal Reserve's plans, Rebecca Jones asks three advisers if - and how - they are preparing portfolios for a similar situation here.

http://www.professionaladviser.com • 19th December 2013

Risk assessment: Eight investment forecasts for 2014

Will 2014 see a continuation of steadily improving global growth or is a shock in store? Rebecca Jones asks six experts where they feel the risks lie.

http://www.professionaladviser.com • 28th November 2013

PA Portfolio: Is there value left in European equities?

As investors flock back to Europe en masse, Rebecca Jones asks three managers if European companies have become a little too expensive.