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.
2019 proxy season and the value of active ownership
As stewards of our clients’ capital, it is our responsibility to fully evaluate the material factors that affect risk and performance for all of the companies in which we invest – and to engage when we believe change is needed....
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...
Reynders, McVeigh Capital Management Brings Core Equity Fund (ESGEX) to Market
(Boston, MA) April 10, 2019 – Reynders, McVeigh Capital Management, an investment management firm with an Environment, Social, Governance (ESG) integrated approach to equity selection, announced the launch of the Reynders, McVeigh Core Equity Fund.
The actively-managed Fund, available via the Fidelity platform, seeks...
Thoughts on Impact Investing at NEIII from Carrie Endries, Ph.D.
Senior portfolio manager and director of impact investing, Carrie Endies, Ph.D., recently had the opportunity to join others at an event hosted by New England Impact Investing Initiative – a key member of our impact investing peer group. The event...
Planning for the year ahead, financially
While 2018 was a turbulent time for a variety of reasons, it is important to remember that every new year brings new opportunities. And while it may only be March, it is never too soon to start planning how you...
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 that was not...
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....
Vetting Impact Investments: Ensuring The Model Is A Fit For Client Goals
Sr. Portfolio Manager & Director of Impact Investments, Carrie Endries, explains the four broad elements we look at when evaluating “Impact DNA” in Financial Advisor Magazine.
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Ever Mindful of the Gaps
We wrote over the summer that we were approaching the future with “mindfulness and factfulness,” taking into account the true nature of various pressures accumulating – even during a period of positive momentum in the markets.
At that time, while...
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 trade tensions, and...
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 with opportunities to capture...
Beyond the numbers: getting to know our investments
At Reynders, McVeigh, we talk a great deal about the “DNA” of companies in which we choose to invest. We work tirelessly to understand every facet of a business to ensure that we are aware of the material factors we...
Are investors suffering from the “Disease of More?”
The market swings of April 2018 gave us the very definition of volatility. Certainly there were a number of factors involved, but the reality is that analysts and participants may have gotten ahead of themselves as the market rocketed forward...
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...
The shareholder engagement toolbox
At Reynders, McVeigh, we believe that being an active investor is not only in our clients’ best interest, it is our responsibility as investors. We take our role seriously, and approach our commitments with diligence that extends across a number...
The World Economic Forum in Davos
Last month in Davos, Switzerland, a record number of heads of state and leaders in business, civil society, and academia convened for the World Economic Forum’s 48th Annual Meeting. For decades, the World Economic Forum has been committed to...
Are investors jumping ahead of the tax cuts?
On the tightrope between global political uncertainty and domestic open fields for investors, where do the markets plant their feet? In our most recent Long Run newsletter, we look at how Q4 set the stage for another run of potentially...
January 2018
Spurred by a slowly accelerating economy and pro-business policies that have pushed deregulation and a major corporate tax break, blue skies led to very green stock prices in 2017. Potential clouds of rising interest rates, nuclear weapons in North Korea,...
Reynders, McVeigh Capital Management’s “Impact Investing Roundtable” Explores Innovative Financing Models
BOSTON--(BUSINESS WIRE)--Reynders, McVeigh Capital Management, an investment management firm with a focus on socially responsible investing (SRI), assembled diverse leaders from Boston’s impact investing and nonprofit worlds to explore the potential for innovative financing...
October 2017
Much of this year's boom in global equity markets seems to have been fueled by the notion that promises of reduced regulation, lower taxes, and increased infrastructure spending in the United States will become reality -- driving more growth in...
ESG is incomplete: An investor’s perspective
Reynders, McVeigh Portfolio Manager and Shareholder Engagement Manager, Maria Egan shares insights regarding the risks and opportunities as ESG goes mainstream in GreenBiz.
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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.