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...
Financial Solutions That Build Better Paths for Black Entrepreneurs
Part of our role is acting as change-driven social impact investors. Sometimes, that means identifying opportunities to provide growth capital to deserving business owners, a task that is increasingly important in a landscape riddled with systemic inequities that are unique...
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...
Resources for Racial Justice and Asian American and Pacific Islander Allyship
At Reynders, McVeigh, we stand with our Asian American and Pacific Islander colleagues and the entire AAPI community. We are deeply saddened by the horrific acts of violence and intolerance...
Resources for Racial Justice and Black Allyship
As a firm with economic, social, and governance (ESG) principles at its core, we are deeply saddened and upset by the ongoing injustices our Black family and friends continue to...
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...
Proxy Voting and Working as an Active Shareholder
Last month we saw weeks of Congressional hearings on proxy advisors and how regulations could (or should) evolve in light of new risks.
For us at Reynders, McVeigh, these hearings bring up one important topic –...
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...
Age, Affordability, and Precision: How the US Healthcare System is Evolving
The US healthcare system is surging into uncharted territory. We’re facing a population increasingly skewing older with myriad health concerns, costs outstripping inflation and previous spending markers, and an innovation boom driving personalized precision care to new heights....
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
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...
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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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