Clean Yield Insights
Quarterly Market Outlook: January 2026
By Liz Levy, CFA, Managing Director of Investment Research
When trying to think about what our Outlook could possibly be in early January, I reread what I wrote last quarter, much of which remains true. I said, among other things, that “trying to discern… Read More >
Fraud Prevention Strategies: What It Is and How to Protect Yourself
A Clean Yield Speaker Series Webinar Summary
Every year, about one-third of Americans experience financial scams, fraud schemes, and identity theft. Instances of fraud have surged in the last five years, increasingly targeting individual investors, small business owners, and older… Read More >
Clean Yield in Conversation: Market Outlook October 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:
A scene from The Wizard of Oz captures our team’s general feeling at the end of… Read More >
Quarterly Market Outlook: Crossroads
By Liz Levy, CFA, Managing Director of Investment Research
In trying to think about how to describe our views on the economy right now, one image keeps coming back to me. As Dorothy sets off down the Yellow Brick Road,… Read More >
Mobilizing to Protect the Freedom to Invest Responsibly
Photo: Clean Yield’s Dorigen Hofmann, second from left, and members of the Freedom to Invest coalition.
By Dorigen Hofmann, Partner and Portfolio Manager
On September 16, I joined 30 investment managers, proxy voting advisors, impact investors, and other social investment… Read More >
Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
On November 20 at 4 p.m. EST, Clean Yield will host a webinar on fraud — something that about one-third of Americans experience every year. Financial scams, fraud schemes, and identity theft have surged in the last 5 years, increasingly… Read More >
Clean Yield in Conversation: Shareholder Advocacy & Proxy Voting 2024-25 Year in Review
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:
In this recording, Liz summarizes the Clean Yield Shareholder Advocacy and Proxy Voting Year in Review… Read More >
Renewable Energy Impact Investing: Navigating Clean Energy in the Age of Policy Uncertainty
By Kofi Kodua, Managing Director
As we move through 2025, one thing is clear: The world of clean energy and impact investing is facing a significant shift. The recent passage of the “One Big Beautiful Bill Act” (OBBBA) has introduced… Read More >
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 >
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 >