This quarter’s issue of the Investing with Intent newsletter explores values-driven divestment in a turbulent political climate, the meaning of conviction in impact investing, the challenges of AI and copyright, and rising opportunities in renewable energy and shareholder advocacy.
Despite continued threats of tariffs, the U.S. soared in the third quarter of 2025, reaching record highs and rising about eight percent for the period and up 35 percent since its low in April. These record returns have, once again, been achieved in large part by artificial intelligence companies and tech in general. Despite headwinds
Despite attempts by the current administration to accelerate recent fossil fuel production, the International Energy Association found in its annual Electricity 2025 report that coal’s share of total generation is set to drop below 33 percent for the first time in the last 100 years. The IEA also found that solar PV and wind energy
On Wall Street, the word “conviction” refers to one’s confidence that a given investment will be profitable. For example, a “high conviction” investment is one that an investor believes will ultimately be highly profitable and is worth holding—even at the cost of enduring losses along the way. Likewise, an investor could easily get shaken out
Welcome to part two in our AI series. This series aims to concisely deliver the ins and outs of AI in a digestible fashion. Find part one in the series here. In this article, we’ll delve into the origins of the data fed into AI, the presence of biases in AI, and the use of
The political turmoil of 2025 had a profound impact on the economy and how investors think about their financial futures and investment choices. Americans’ views on the economy never recovered from pre-COVID levels; only 23 percent of Americans now view the economy favorably, a significant drop from public sentiment in early 2020 when 60 percent
This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.
The 2025 Impact & Public Benefit Report outlines how Natural Investments creates positive social, environmental, and economic outcomes through its investments, internal practices, and industry advocacy. It showcases data and stories about the firm’s impact on communities, its work to advance a more just form of capitalism, and its leadership in promoting racial equity and inclusive ownership.
For decades, Natural Investments has shared the collective impacts of our social, economic, and environmental investments and activities via our newsletters. In recent years, these took the form of an annual impact report. Though committed to operating as a triple-bottom-line enterprise for many years, in transitioning to a Public Benefit LLC under Delaware law in
With nearly a thousand published pages in three books over close to 35 years, what has been our impact? If you add in the more than 100 issues of this newsletter and all the related articles, blog posts, and social media posts, what difference have we made? And what can we learn going forward? I
Let me tell you about the similarities between salsa dancing and regenerative investing. The first time I danced salsa I felt relieved and surprised. I thought to myself, “So this is what my body has been trying to do during the previous two years of trying to force it into lindy hop…” I grew up