INSIGHTS
INSIGHTS

ON MARKETS AND THE
GLOBAL ECONOMY

Please click on the links below to learn more about our past and present thinking on financial markets and the global economy.

NEWS

The Business of Water: A New Age of Investment Trends and Technologies Link


Trump May Not Like Alternative Energy, but Investors Should Link


Reynders, McVeigh Capital Management Highlights Leadership Expertise at Industry Events Link


2 Stocks Riding the Preventative-Care Wave Link


How Sustainable Investing is Seeking Out Disruptive Technology Link


A Guide to Sustainable Investing Link


Reynders, McVeigh Capital Management Hires Financial Services Veteran Lisa Chioffi as a Senior Portfolio Manager Download

QUARTERLY INSIGHTS

Download to receive your copy of The Long Run, our quarterly newsletter. Past issues include:

THE LONG RUN QUARTERLY NEWSLETTER: October 2016

Post-crash (or post-apocalyptic) investors have made mistakes by investing only to avoid volatility or to guard against the factors that contributed to the last crisis in 2008. This rear-view mirror approach has led many to lose their discipline and balance – worse, many have missed out on significant equity gains.

THE LONG RUN QUARTERLY NEWSLETTER: July 2016

England currently runs a large trade deficit with Europe and this is business that the EU will not want to give up. Agreements will be worked out and business will go on. Read more.

THE LONG RUN QUARTERLY NEWSLETTER: April 2016

The extraordinarily sharp 25% rise in the value of the dollar against a global basket of currencies in a nine-month period beginning in the summer of 2014 was, to us, a clear sign of capitulation on the China industrial dream and resulting commodity super cycle. And we expect that it will take many years for the enormous amounts of capital invested in these trades to bleed out. Read more.

THE LONG RUN QUARTERLY NEWSLETTER: JANUARY 2016

The year began on a note of volatility, but iIs there a crack in this story that could let enough light in to change the gloomy outlook? Read more about our outlook.

THE LONG RUN QUARTERLY NEWSLETTER: OCTOBER 2015

A complicated global landscape caused some unexpected challenges this year, but what can we expect to see next year? Read more about what we think the future will hold for the markets.

THE LONG RUN QUARTERLY NEWSLETTER: JULY 2015

Financial markets have stalled as sluggish global economic growth, the specter of a Fed rate increase here at home, corporate corruption in China and Brazil, and likely defaults by the debt-heads (Greece, Puerto Rico, and others to come) have taken their toll. Read why it's important for investors to remain balanced in order to surf positive trends as they emerge.

THE LONG RUN QUARTERLY NEWSLETTER: APRIL 2015

We are seeing big moves across currencies, commodities, and global economic policies that will express themselves in continued market volatility. Read more about why we welcome the idea of a return to normalcy in markets as this volatility rises.

THE LONG RUN QUARTERLY NEWSLETTER: JANUARY 2015

While we continue to remain positive on the U.S. economy and think it should lead to a rewarding stock market this year, read why we have concerns that the magnitude of changes in oil prices and the Dollar could lead to some unforeseen shocks in the world economy.

THE LONG RUN QUARTERLY NEWSLETTER: OCTOBER 2014

Falling oil and commodity prices offer an important benefit: Lower inflation risks. Read more about how a strengthening U.S. consumer, low inflation, and low interest rates create powerful support for stocks.

THE LONG RUN QUARTERLY NEWSLETTER: JULY 2014

“Bad” inflation is down due to Millennials’ change in living habits, a trend we see continuing. Read more about this trend and the potential for alternative energies to impact traditional use of energies in the near future.

THE LONG RUN QUARTERLY NEWSLETTER: APRIL 2014

Read why it is important to study and understand the macroeconomic environment in order to avoid areas of unusual risk and to uncover industries and geographies where transparency, growth, and reasonable stability combine to deliver sustainable long-term investment opportunities.

WHITE PAPERS

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WHAT WILL CURE THE HEALTH CARE SYSTEM?

The current healthcare industry is under enormous strain. The new leaders in the space will be those that alleviate the current stress on the system.

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THE BUSINESS OF WATER: A NEW AGE OF INVESTMENT TRENDS AND TECHNOLOGIES

The issues presented by climate change in tandem with the complexities of an expanding global population are introducing significant disruptions to the full spectrum of developed and emerging nations.

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MAKE ROOM FOR MILLENNIALS: THE NEXT GENERATION TAKES A SEAT AT THE INVESTMENT TABLE.

The world's first socially networked generation is demonstrating they are also the world's purest generation of socially responsible investors. Read more about what millennials are looking for in their investments.

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WHY POSITIVE SCREENING IS SMART INVESTING

The principals of Reynders, McVeigh Capital Management have been intimately involved with the evolution of Environmental, Social and Governance (ESG) investing since 1982. We believe the world’s economic sustainability is dependent on advancing the social responsibility of businesses and individuals.