by RMCM | Oct 29, 2021 | Commentary, Newsletters
When the pandemic began, we counseled patience. In our spring Long Run of 2020, we wrote, “We cannot let immediate fear — or the constant drumbeat of bad news during this acute period of crisis — push us into poor decisions or drive us away from the fundamental...
by RMCM | Jul 22, 2021 | Commentary, Newsletters
It’s summertime, and the United States is back to taking vacations following a long period of COVID-enforced quarantines. So we’ll accept that attention spans may be short for any lengthy economic commentary, skip the verse, and go right to the chorus. Both Wall...
by Maria Egan | Jul 12, 2021 | Commentary
At Reynders, McVeigh our shareholder engagement efforts are not solely political or motivated by morals, it is this combined with economics. Our investment discipline is based on identifying companies that exhibit both potential for financial returns and positive...
by RMCM | Apr 26, 2021 | Commentary, News
The Biden administration is taking aggressive steps to combat climate change. Our CEO and Chairman, Chat Reynders, recently spoke with CNBC about what we believe to be larger opportunities outside of the classic companies people associate with infrastructure, such as...
by RMCM | Apr 20, 2021 | Commentary
While you might not feel the effects when working from home and making the trip to fill up your cup with water from the fridge every hour, we are experiencing a worldwide decline in access to drinkable water. This may not be intuitive, because historically in most...
by RMCM | Apr 15, 2021 | Commentary
The U.S. is in the midst of a landmark transition from fossil-fuel energy to renewable energy: Between 2000 and 2020, the share of utility-scale energy generation from wind, solar and other renewables rose from 9% to 17.5%1. That’s due in part to rapidly falling...
