Clean Yield Insights
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 >
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 >
The Truth About the Current Most Dangerous Letters in the English Language: DEI
By Liz Levy, CFA, Managing Director of Investment Research This weekend, scrolling through my emails, I saw a headline from a Bloomberg Opinion columnist, proclaiming “Citi Just Became a Magnet for Ambitious Working Moms” (gift link here). Being an ambitious working mom… Read More >
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… Read More >
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… Read More >
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… Read More >
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… Read More >