by RMCM | Nov 15, 2023 | News
What can we infer from big oil and gas companies investing in green and clean energy? Jacqui Smith draws on her history in the industry in a recent THE CLIMATE article, highlighting the challenges these companies face in investing in novel and unproven technologies....
by RMCM | Aug 22, 2023 | News
“This could be almost like the secret sauce of investing.” An individual’s career path is a complex web of professional and personal decisions. Our own Portfolio Manager, Jacqui Smith, is no exception. But in a recent Barron’s interview, she led us through the...
by RMCM | Jul 24, 2023 | Commentary, News
The US healthcare system is surging into uncharted territory. We’re facing a population increasingly skewing older with myriad health concerns, costs outstripping inflation and previous spending markers, and an innovation boom driving personalized precision care to...
by RMCM | Jun 8, 2023 | Commentary, News
America’s water management systems are on the brink of failing. In 2021 the American Society of Civil Engineering gave the country’s 16,000 wastewater treatment plants a D+ grade. Our drinking water did slightly better, with a C- grade.[i] The US is drowning in...
by RMCM | May 22, 2023 | Commentary, News
What’s next for the electric vehicle industry? Consumer preference, legislation, and technological innovation are driving EV growth, but unpacking the industry trends and investment risks are more complex challenges. We’ve laid out some of the key potential changes,...
by RMCM | Mar 6, 2023 | News
Black-owned businesses represent a fast-growing sector of our economy. Between 2019 and 2022 census data shows that Black entrepreneurship rose by 38%. Black founders, however, often face incredible hurdles to secure the funding they need to grow. There are ways for...
