Posts by kristen
Hill Advocacy Day 2025 — The Impact Investing Community Presents a Unified Voice
Photo: Clean Yield’s Liz Levy, third from left, and other members of US SIF with Senator Ed Markey
By Elizabeth R. Levy, CFA, Managing Director of Investment Research
I’m trying to think of a Clean Yield-ish pun comparing the humid,…Read More
Q2 2025 Market Outlook: Bernstein’s ‘Candide’ or REM’s ‘End of the World’? We’re Sticking with Resilience
By Liz Levy, CFA, Managing Director of Investment Research
The S&P 500 ended the second quarter at a new all-time high, so is it really the “Best of All Possible Worlds”? Then again, as of early July, we still have…Read More
Clean Yield in Conversation: Market Outlook July 2025
Clean Yield in Conversation features team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode with insights from Liz Levy and Eric Becker:
The second quarter began with Trump’s tariff Liberation Day, sending…Read More
Stock Profile: Stryker Corporation
A number of factors, from an aging population to evolving technology, are driving growth in the orthopaedic healthcare market. As a leading company in the global medical technology sector, Stryker Corporation is poised to meet this growth with a strong…Read More
Stock Profile: Jack Henry & Associates
Community banks and credit unions are often founded on a commitment to serving and investing in their communities, and can represent a local, values-aligned banking option for individuals and businesses. But to stay competitive with larger institutions in a rapidly…Read More
Call to Action: Show Support for CDFIs
On March 14, 2025, an Executive Order (EO) was issued that significantly impacts multiple federal agencies, including the CDFI Fund. CDFIs (Community Development Financial Institutions) are organizations that provide critical financial services to low-income communities and individuals who lack access…Read More
AI and Its Impact: What SRI Investors Need to Know
By Kofi Kodua, Managing Director and Portfolio ManagerYou’ve probably been hearing a lot about Artificial Intelligence (AI) lately, and that’s not likely to change anytime soon. As new technologies utilizing AI are developed, its reach into industries and economies the…Read More
Clean Yield in Conversation: Market Update April 2025 (The Tariff Edition)
Clean Yield in Conversation features team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode with insights from managing director of research and portfolio manager Kofi Kodua:
In recent weeks, markets have reacted to growing…Read More
Q1 2025 Quarterly Market Outlook: Into the Unknown
By Liz Levy, CFA, Managing Director of Investment Research
As March and the first quarter drew to a close, I told the rest of the Clean Yield investment team that I was starting work on this Outlook. One of them…Read More
Impact Profile: Cooperative Fund of the Northeast
For businesses seeking a model of cooperative, community-based ownership, conventional equity financing is often prohibitively expensive — a reality that is particularly detrimental for communities with limited personal wealth, such as Black, Indigenous, and People of Color (BIPOC) and immigrant…Read More
Clean Yield Speaker Series: Protecting Women’s Access to Health Care Through Advocacy and Corporate Engagement
On April 10 at 2 p.m. EST, Clean Yield will host a webinar on the current state of policies and efforts to protect reproductive rights. The discussion will examine the historical context of this ongoing fight, and explore how corporations…Read More
Clean Yield in Conversation: Expanding Our Equity Portfolios
Clean Yield in Conversation is a new video series featuring team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode featuring managing directors of research and portfolio managers Liz Levy and Kofi Kodua: …Read More