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.
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...
Founders First Capital Partners launches new impact fund to support small businesses led by diverse founders with guidance from Reynders, McVeigh Capital Management
The Change Catalyst Fund provides loans to accelerate growth and job creation at diverse-led small businesses
Three companies that have received support from Founders First have been named to the 2021 Inc 5000 list
SAN DIEGO, CA / September 1,...
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...
Why the Biden climate plan may be good for some investors
The Biden administration is taking aggressive steps to combat climate change. Our CEO and Chairman, Chat Reynders, recently spoke with CNBC about what we believe to be larger opportunities outside of the classic companies people associate with infrastructure, such as...
April 2021
The first quarter of 2021 has been a period of extraordinary transition. At the start of the year, the seven-day pace of vaccines administered in the United States was averaging just over 325,000 doses a day. As of this...
Discovering Solutions: Innovative Water Technology
While you might not feel the effects when working from home and making the trip to fill up your cup with water from the fridge every hour, we are experiencing a worldwide decline in access to drinkable water. This may...
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%1. That’s...
January 2021
Waves are common, yet hardly predictable. Some barely get going and others travel thousands of miles. Individual small wavelets often die out, yet many combine until they break and lose their energy at the shore. The process continually repeats. And...
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)...
October 2020
The question that seems to be on most people’s minds these days goes something like this: “How can the market possibly be trading near all-time highs when we find ourselves pinned by a deadly global pandemic, struggling against a deep...
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...
July 2020
There is a Twitter account started by two University of Vermont professors called Hedonometer that measures the average happiness of everyone’s tweets. On May 29th, it calculated that the civil unrest created by the death of George Floyd produced the...
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.
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April 2020
Pulling the lens back to gain perspective can be particularly difficult when news is unfolding at such an extraordinary pace before our eyes. Add the reality that we are currently captive in a state of social distancing and economic suspension...
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...
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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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