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.
Streamline your charitable giving
Charitable giving increased 7.5 percent in first half of 2020 on a year-over-year basis, according to the Fundraising Effectiveness Project. But, while the pandemic has spurred a new wave of charitable donations, some charities are struggling. Cancelled galas, abandoned...
Shareholder vs. Stakeholder Capitalism: What’s the Difference?
Stakeholder capitalism is a concept that has gained ground in recent years, reflecting the idea that companies are beholden to a range of constituents – not just the traditional shareholder. But if shareholders are stakeholders (very important ones at that)...
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...
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...
ESG, de-risking, and staying out of market tailspins
There has been a renewed focus on the intersection of investing and corporate citizenship, as businesses and investors see the how Environmental, Social, and Governance (ESG) themes rise to the fore in times of crisis.
While it is true that...
Shareholder engagement in the COVID-19 environment
The events of 2020 have triggered a sea change in the way companies view their employees and the communities they serve. Such perspective is not new to us: since the inception of Reynders, McVeigh, we have voiced the importance of...
Artificial Intelligence and Automation: Perfecting Productivity, Efficiency, and Resilience
In an earlier commentary, we discussed the potential of 5G, providing a perfect springboard into the discussion of Artificial Intelligence (AI) and automation. While 5G, AI, and automation are completely different, they have a symbiotic relationship: 5G is the...
Electric Vehicles (EVs): Transportation in the Right Direction
“We are more interested in where the company is going, rather than where it has been.” That’s a maxim we often share with our clients and partners when considering companies for investment.
The sentiment certainly applies to our overall philosophy...
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.
...
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...
Sound investment management takes place long before the markets turn
Market volatility is a global focus as we approach the Ides of March, and investors may wonder how much of an impact the downward trend will have. In our view, this period was inevitable, but it presents an opportunity for...
A Call for Investors to Put Their Money Toward a Green Future
Chairman and CEO, Chat Reynders, spoke with Paul Sullivan of The New York Times about how we at Reynders, McVeigh view constructing sustainable portfolios as more investors look to invest sustainably.
DISCLOSURE:
Reynders, McVeigh...
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...
InvestmentNews Ranks Reynders, McVeigh Capital Management Among Fastest Growing RIAs
(Boston, MA) July 17, 2019 – Reynders, McVeigh Capital Management was recently ranked the 11th fastest-growing $1 billion plus, fee-only Registered Investment Advisor (RIA) in the United States by InvestmentNews in the publication’s
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)...
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,...
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...
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....
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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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