Please click on the category links below to learn more about our past and present thinking on financial markets and the global economy.

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...

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...

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...

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...

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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.