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.
Impact Investing: An Investor’s Perspective
Impact_Investing_Investor’s_PerspectiveEvery investment decision carries weight, both in the form of economic outcomes and the influence that dollars have on our ecosystem as a whole. Private impact investing puts a rigorous focus on both sides of that equation, allowing investors...
Future Returns: A Revenue-Based Strategy for Boosting Diverse Businesses
Entrepreneurs who build businesses in smaller cities and in low-income communities often don’t have the personal credit profile or assets to access the capital they need from banks and investment firms to grow their companies. Our CEO and Chairman, Chat...
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,...
Production evolution and ESG in textiles
Bringing textiles to market is a resource-intensive effort, and companies rightly receive significant attention from the ESG world. The pollution produced has a huge impact on the planet, with health and environmental concerns associated with material production including the...
The Electric Revolution isn’t built on ESG ratings alone
The electric revolution is here, and many industries and cities are looking at ways to switch their energy consumption away from fossil fuels to electric alternatives. The automotive sector, for example, is transforming its outlook for the future. With...
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.
Climate disclosure rule may provide greater ESG clarity
The SEC took a noteworthy step in March, issuing a proposed climate-related disclosure rule that would require public companies to be transparent about their carbon emissions and their impact on the environment. If enacted, this will...
The importance of being diligent: ESG scores don’t stand in isolation
Sustainable investing continues to become a more prevalent choice for investors, with Environmental, Social and Governance (ESG) data providing the critical underpinning for research in the space. There is ample debate, however, about the validity of current ESG scoring as...
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...
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...
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...
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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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