INSIGHTS
INSIGHTS
ON MARKETS AND THE GLOBAL ECONOMY
Please click on the category links below to learn more about our past and present thinking on financial markets and the global economy.
Maria Egan quoted in GreenBiz
The Supreme Court addressed the critical business issue of climate disclosures in a ruling earlier this year, and Maria Egan, Vice President & Director of Shareholder Engagement, offered some thoughts to GreenBiz for what companies can expect moving forward.
You...
April 2024
In life, 90% of disappointment lies in unmet expectations. In
mid-2023, fears that high interest rates were leading the U.S.
economy into imminent recession created a significant selloff in
U.S. equity markets. This, in turn, initiated a...
Opportunities in Gridlock: How “Backbone” Players in Electrification Infrastructure Shine
The global energy equation is in flux. With the impacts of climate change looming large, we’ve reached a tipping point, and a global mobilization is underway to meet the moment. With fossil fuels retreating as the favored long-term energy source,...
Clay Bruning quoted in U.S. News & World Report
Where can investors find alpha in the burgeoning renewable energy sector? Clay Bruning offered commentary to U.S. News & World Report on the specific opportunities that stand out to him and our research team. He also delves into the firm's...
Where Renewables Fit in the Electrification Megatrend
As climate change prompts us to transition to a more sustainable energy equation, a new investment megatrend is powering up across the planet. Electrification involves the transformation of existing industries and technologies that have historically used fossil fuel generation to...
The State of Corporate Gender Equity: Q&A with Maria Egan
How is gender equity being reflected in the markets and the corporate environment? Hear from Reynders, McVeigh’s Maria Egan, Vice President and Director of Shareholder Engagement:
How does an imbalance in gender equity affect the bottom line?
Imbalances...
February 2024
Though they may seem like conflicting statements, we believe that 2023 will be remembered both as a year of financial speculation and a return to normalcy. And no, we don’t believe that speculation is normal—or healthy.
Last year began with...
Financial Solutions That Build Better Paths for Black Entrepreneurs
Part of our role is acting as change-driven social impact investors. Sometimes, that means identifying opportunities to provide growth capital to deserving business owners, a task that is increasingly important in a landscape riddled with systemic inequities that are unique...
THE CLIMATE Interview with Jacqui Smith
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...
How to Thoughtfully Build Your Giving Strategy
We’re officially in the holiday season, when many of us start focusing on ending the year with family, friends, and celebration. With #GivingTuesday around the corner, you may also want to start building your giving strategy, so you’re...
October 2023
Over nearly 15 years, investors have grown accustomed to a “new normal” of zero interest rate policies. These policies, when first initiated in response to the Global Financial Crisis, were...
Resources for Racial Justice and Asian American and Pacific Islander Allyship
At Reynders, McVeigh, we stand with our Asian American and Pacific Islander colleagues and the entire AAPI community. We are deeply saddened by the horrific acts of violence and intolerance...
Resources for Racial Justice and Black Allyship
As a firm with economic, social, and governance (ESG) principles at its core, we are deeply saddened and upset by the ongoing injustices our Black family and friends continue to...
How to Embrace Manufacturing Automation
Innovations often come with laggards’ warning labels. Why would we use motor vehicles when horses are reliable? What’s the point of a digital photograph when film works? Who would want a computer in their home?
So,...
Is Your Portfolio as Sustainable as You Are?
The impact of climate change is increasingly prevalent in our everyday lives. Between regular climate summits, increasingly extreme storms, and the hottest summer on record, it’s hard to ignore.
Many of us are already making changes...
Proxy Voting and Working as an Active Shareholder
Last month we saw weeks of Congressional hearings on proxy advisors and how regulations could (or should) evolve in light of new risks.
For us at Reynders, McVeigh, these hearings bring up one important topic –...
Barron’s Q&A with Jacqui Smith
“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...
July 2023
Apropos of a stock market that has become fascinated with the potential of artificial intelligence (AI), Paul McCartney announced last month that the Beatles had come together one last time—through...
Age, Affordability, and Precision: How the US Healthcare System is Evolving
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 new heights....
The Complex State of US Water: Scarcity, Surges, and Investment Opportunities
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.
Going Electric: Investing in the EV Ecosystem
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...
Avoiding the Economic Sins of “Sin Stocks”
Every investment makes an impact. From investing in a farmer’s new machinery to buying shares in a tobacco company, the way your money is allocated influences humans, the environment, and the economy.
...RMCM, LLC
© Reynders, McVeigh Capital Management
121 High Street, 4th Floor
Boston, MA 02110
Phone: 617-226-9999
Fax: 617-226-9998
Email: info@reyndersmcveigh.com
FOLLOW
Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Performance is described on a net basis and reflects the deduction of management fees, brokerage commissions and any other expenses (other than custodial fees) and includes the reinvestment of all dividends, interest and other income. The major global indices referred to herein are the S&P 500 Index, the MSCI World Index, and the MSCI EAFE Global Index (the “Indices”). The Indices invest in a different mix of countries, securities and sectors that the accounts managed by RMCM, which may cause some differences in performance between the RMCM accounts and each of these Indices.
You are now leaving the Reynders, McVeigh Capital Management, LLC website and entering Reynders, McVeigh Mutual Fund website.