by RMCM | Oct 24, 2023 | Newsletters
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 an emergency remedy for economic collapse. Aging populations, subpar...
by RMCM | Jul 26, 2023 | Newsletters
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 the miracle of AI—to record “the final Beatles record.” While we will...
by RMCM | Feb 23, 2023 | Newsletters
Since the onset of COVID-19, it has been hard to know what normal really is in the world, let alone in the financial markets. By locking down the U.S. economy in 2020, the government intentionally created a recession—which they then helped alleviate by lowering...
by RMCM | Jan 12, 2023 | Commentary, News
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 it’s looked at in the context of...
by RMCM | Oct 18, 2022 | Newsletters
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 and increasing odds that...
