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.
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.
...
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
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic...
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...
Sustainable Funds Face Big Challenges. Only Some Will Be Winners.
The pushback against ESG escalated sharply over the past year and has prompted questions about whether ESG investing—even as it continues to attract huge amounts of assets—needs an overhaul. We know there’s great value in ESG data when...
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.
...
October 2022
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe...
How Good Replicable Models Amplify Impact
At Reynders, McVeigh Capital Management, we like to talk about replicable models. If something is successful in one place, and it’s done well, the idea that it can be repeated in other areas can create an amplification of impact.
...
Intentionality: A Core Characteristic of Impact Investing
Investors around the world are increasingly focusing on investing with impact to unleash the power of capital in support of positive change. But what benefit is there to investing in the elusive “good” if there’s no practical intention behind...
Impact Investing: An Investor’s Perspective
Impact_Investing_Investor’s_PerspectiveEvery investment decision carries weight, both in the form of economic outcomes and the influence that dollars have on our ecosystem as a whole. Private impact investing puts a rigorous focus on both sides of that equation, allowing investors...
Future Returns: A Revenue-Based Strategy for Boosting Diverse Businesses
Entrepreneurs who build businesses in smaller cities and in low-income communities often don’t have the personal credit profile or assets to access the capital they need from banks and investment firms to grow their companies. Our CEO and Chairman, Chat...
Due Diligence and ESG Ratings: A Break Down
Interest in sustainable investing is growing. And with that, the industry has debated how to properly rate and score ESG initiatives and their validity as a sole source of decision making for investments. Rating agencies have come under scrutiny...
Changing the Dynamic of Diverse-led Businesses with Founders First
Reynders, McVeigh Capital Management’s impact investing approach relies on identifying solutions to systemic issues and designing financial models based on sound investment fundamentals. In this way, the capital deployed is put to work in replicable, scalable models that...
July 2022
In January, we noted that the S&P 500 index had finished 2021 with its second best three-year winning streak in history--and that the probability of a poor year for stocks was higher than it had been in many years. Unfortunately,...
Production evolution and ESG in textiles
Bringing textiles to market is a resource-intensive effort, and companies rightly receive significant attention from the ESG world. The pollution produced has a huge impact on the planet, with health and environmental concerns associated with material production including the...
The Electric Revolution isn’t built on ESG ratings alone
The electric revolution is here, and many industries and cities are looking at ways to switch their energy consumption away from fossil fuels to electric alternatives. The automotive sector, for example, is transforming its outlook for the future. With...
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%. That’s due in part...
April 2022
As of this writing, the U.S. market is almost myopically focused on inflation — and the battle to choke it off. In recent months, well-documented supply chain issues have blossomed into inflation spikes across a wide range of industries.
Climate disclosure rule may provide greater ESG clarity
The SEC took a noteworthy step in March, issuing a proposed climate-related disclosure rule that would require public companies to be transparent about their carbon emissions and their impact on the environment. If enacted, this will...
The importance of being diligent: ESG scores don’t stand in isolation
Sustainable investing continues to become a more prevalent choice for investors, with Environmental, Social and Governance (ESG) data providing the critical underpinning for research in the space. There is ample debate, however, about the validity of current ESG scoring as...
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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.
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