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.

October 2021

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...

July 2021

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...

Stakeholder Capitalism & Shareholder Engagement

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 environmental, social,...

2020 Shareholder Engagement Newsletter

2020 was in one word: extreme. An extreme global health pandemic, climate change events, and social and political unrest. This challenging time has forced companies to look inward and use their platforms to make a difference, for their employees, shareholders...

April 2021

The first quarter of 2021 has been a period of extraordinary transition. At the start of the year, the seven-day pace of vaccines administered in the United States was averaging just over 325,000 doses a day. As of this...

DISCUSSION PAPER: ENERGY TRANSITION

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...

January 2021

Waves are common, yet hardly predictable. Some barely get going and others travel thousands of miles. Individual small wavelets often die out, yet many combine until they break and lose their energy at the shore. The process continually repeats. And...

October 2020

The question that seems to be on most people’s minds these days goes something like this: “How can the market possibly be trading near all-time highs when we find ourselves pinned by a deadly global pandemic, struggling against a deep...

Is ESG Performance Sustainable?

Environmental, social, and governance (ESG) strategies are having their moment of well-deserved glory. Once viewed as a niche investment approach that required concessionary returns, ESG has shown believers and non-believers alike that its integration in the investment-making decision process can...

July 2020

There is a Twitter account started by two University of Vermont professors called Hedonometer that measures the average happiness of everyone’s tweets. On May 29th, it calculated that the civil unrest created by the death of George Floyd produced the...

Positive screening: finding opportunity in disruption

We often focus on the value of our investment philosophy when it comes to managing risk.  Focusing on sound fundamentals and incorporating Environmental, Social, and Governance (ESG) data into our process allows us to better gauge liabilities for the investments...

As pandemic rages on, ESG funds shine brightly

Environmental, social, and governance (ESG) strategies continue to hold up during the coronavirus pandemic. Our CEO and Chairman, Chat Reynders, recently spoke with InvestmentNews about our approach to ESG and how it helps us better understand liabilities and identify opportunities.

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April 2020

Pulling the lens back to gain perspective can be particularly difficult when news is unfolding at such an extraordinary pace before our eyes. Add the reality that we are currently captive in a state of social distancing and economic suspension...

When stressed markets open windows of opportunity

We often find that in times of market stress, our commitment to fundamentals and diligent research builds resilience into our portfolios and a window into compelling long-term investment opportunities when markets discount all stocks at once. With 2020 presenting unique...

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Phone: 617-226-9999
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Email: info@reyndersmcveigh.com

COMPLIANCE

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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.