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.

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...

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...

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...

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...

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...

April 2023

The executive leadership of Silicon Valley Bank (SVB) knew for sure that the ecosystem of Silicon Valley entrepreneurs and investors would be staunchly loyal. For decades, the community valued SVB’s deep understanding of the local market and the bank’s long...

Investing in Black-Owned Businesses

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.

January 2023

Since the onset of COVID-19, it has been hard to know what normal really is in the world, let alone in the financial markets. By locking down the U.S....

How to Participate Effectively in Positive Change

We believe the key to impact investing is to view opportunities through a more holistic lens than the finance industry has traditionally employed. A one-size-fits-all approach is unrealistic: social and environmental issues are multifaceted and complex, and they...

Post-COP27 Analysis and a Look Ahead to 2023

More than six years after the first United Nations Climate Change Summit, the world still has a long way to go to align with the 2016 Paris Agreement. The 2022 event (COP27) in Egypt yielded high expectations to get...

Revenue-based financing isn’t new, but it is for diverse founders

The entertainment industry has used revenue-based financing successfully for decades—so why not replicate that model in other industries? Founders First does just that, creating opportunities for diverse-led businesses through revenue-based capital and providing a predictable income for their investors.

 

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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.