Clean Yield Insights
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 >
Q2 2023 Market Update: Take What the Market Gives You
There are lots of cycles for an investor to consider: economic, credit, profit, interest rate, and stock market. Where we are in a cycle has crucial investment consequences. The decade up to the COVID pandemic was a prolonged cycle of… Read More >
Q1 2023 Market Update: Rough Seas Ahead
The federal government seems to have stemmed the recent banking crisis for now. Its aggressive intervention to back customer deposits has had the intended calming effect. The Federal Reserve, however, was partly responsible for the collapse of Silicon Valley Bank,… Read More >
Q4 2022 Market Update: Turning the Page
2022 in Review
Ouch! It was the worst year for global stock markets since the 2007-2009 global financial crisis. We’re not surprised. After the rampant speculation of 2021 in cryptocurrencies, “meme stocks,” and “disruptive innovator” companies, 2021 ended with stock… Read More >