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.

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...

January 2020

Our focus has always been to avoid risk and focus on innovative opportunities that can generate sustainable earnings growth. In a world where we must cut carbon emissions, fossil fuels will continue to be losers and renewable energy and electric...

October 2019

Ninety percent of disappointment is expectation. The election of Donald Trump in 2016 and the promise of reduced regulation, more business-friendly policies, and tax reform sparked extraordinary expectations for economic growth in the United States. From the week following his...

5G Possibilities

By now, most have at least heard of 5G. We, at Reynders, McVeigh, have been interested in this technology for several years because when the technology was first released it was deemed the greatest leap in mobile networks, ever. But...

The SECURE Act and what it could mean for you

Congress is currently set to tackle the most comprehensive retirement legislation in recent history, with a focus on alleviating the looming retirement crisis facing many Americans today. On May 23, 2019 the Setting Every Community Up for Retirement Enhancement (SECURE)...

April 2019

Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised...

January 2019

Where do we go from here? With one year ending and another beginning, there are expectations of enlightenment. As the calendar turns, we believe we can briefly pause, reflect, and offer wisdom...

The Climate Report, COP24, and Why it Matters

Unless you were paying close attention, you may have missed it. It came and went through the 24-hour news cycle and drifted out of the public discourse in a flash like other information not directly related to the White House....

October 2018

The Standard & Poor’s 500 Index (S&P) is on a tear. A careful analysis of a couple of the economic factors that have supported recent U.S. outperformance provides a reasonable argument that long-term investors might do well to consider rebalancing portfolios...

Finding Opportunity in the Gaps: Sustainable Infrastructure

Infrastructure: it is one of the incremental keys to economic development and growth. At its most basic, infrastructure means connectivity – roads, rail, ports, and telecommunications open doors to commerce and ultimately allow businesses to thrive. Beyond its most basic,...

July 2018

As opening lines go, “I love the circus,” may not be as compelling as, “All children, except one, grow up,” yet it is appropriate for these times. Three-ring political summits, high wire...

Expanding Access, Scaling Impact

Reynders, McVeigh Capital Management employs a diligent investment process that directs capital to create progressive disruption and positive global change across industries, companies, and technologies. This approach provides our clients...

April 2018

Analysts and participants may have gotten ahead of themselves as the market rocketed forward in the last quarter of 2017 and the early weeks of 2018. In hindsight, their optimism is understandable. This is especially true given the increasingly synchronized...

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ADV

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.