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.

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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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.

 

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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,...

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.

January 2022

Despite most expectations, stocks continued their death-defying run last year and the S&P 500 finished the year with its second best three-year winning streak in history, bested only by the late 1990s tech bubble. In the face of the...

October 2021

When the pandemic began, we counseled patience. In our spring Long Run of 2020, we wrote, “We cannot let immediate fear — or the constant drumbeat of bad news during this acute period of crisis — push us into...

July 2021

It’s summertime, and the United States is back to taking vacations following a long period of COVID-enforced quarantines. So we’ll accept that attention spans may be short for any lengthy economic commentary, skip the verse, and go right to the...

Stakeholder Capitalism & Shareholder Engagement

At Reynders, McVeigh our shareholder engagement efforts are not solely political or motivated by morals, it is this combined with economics. Our investment discipline is based on identifying companies that exhibit both potential for financial returns and positive environmental, social,...

2020 Shareholder Engagement Newsletter

2020 was in one word: extreme. An extreme global health pandemic, climate change events, and social and political unrest. This challenging time has forced companies to look inward and use their platforms to make a difference, for their employees, shareholders...

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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.