The Latest
Q4 2024 Quarterly Market Outlook: Once More Unto the Breach
By Liz Levy, CFA, Managing Director of Investment Research
I am writing this note in early January from a cozy cabin in the North Country of New Hampshire, sitting in front of a blazing fire while my dog snoozes at…
Impact Profile: Latino Community Credit Union
Racial wealth gaps in the U.S. have deep roots, and addressing the systemic inequalities that gave rise to them will take dedicated and intentional effort. The Latino Community Credit Union (LCCU) is one organization taking on this important task.
LCCU…
Stock Profile: Ferguson
Most consumers only put thought into plumbing or air conditioning when it isn’t working well. But that’s not the case for the people responsible for keeping those residential, commercial, and large-scale infrastructure systems running.
Ferguson is a specialty distribution company…
Stock Profile: Chipotle Mexican Grill
In the broad landscape of fast food — largely dominated by fried and processed food — the fast-casual food company Chipotle Mexican Grill stands out as a pioneer in cleaner options with a priority on sustainable agricultural practices at comparative…
Q3 2024 Quarterly Market Outlook: A Summer to Remember
By Liz Levy, CFA, Director of Investment ResearchGreetings from one of Clean Yield’s two new Directors of Research! We have spent the past few months diving in to apply our investment philosophy and practices, as we discussed in our Outlook…
Impact Profile: Iroquois Valley Farmland Rooted in Regeneration Notes
Justin Butts, farmer at Black Wind Farm (New York) – photo by Courtney Yates
Iroquois Valley Farmland REIT was founded in 2007 with a mission to expand the amount of organic farmland across the United States by addressing one of…
Get to Know Clean Yield Directors Kofi Kodua and Liz Levy
With their extensive backgrounds in sustainable investing, Kofi Kodua and Liz Levy join the leadership team at Clean Yield poised to use their expertise and passion to drive positive environmental and social change.
As directors of investment research and portfolio…
Clean Yield Builds Capacity for Impact with Team Expansion
Clean Yield Asset Management has long recognized the power of capital to move society toward a just and sustainable future. For more than 40 years, we have operated as an industry leader, working to meet the financial goals of individuals…
Q2 2024 Quarterly Market Outlook: Embracing New Perspectives
Greetings from your new Directors of Investment Research, Kofi Kodua and Liz Levy! While this report has historically been a straightforward summary of the past quarter and expectations for the next, we are going to also spend some time this…
Q3 2023 Market Update: Climate Change
No, we’re not referring to the existential threat to humanity. We are, however, referring to the investment climate.
The investment climate has had roughly 10-year cycles over many decades. The cycles are usually caused initially by a “loose” monetary policy…