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Quality Growth Boutique
2022-09-07_inflations-illusion-on-carbon-intensity-dont-be-deceived_teaser
Turning Stones Blog | Read | 4 min

Inflation’s illusion on carbon intensity – don’t be deceived

High inflation creates the illusion of falling carbon intensity, a common measure used to track greenhouse gas emissions from portfolios. It is critical for investors who are targeting Paris Aligned reductions to adjust for this issue. By using alternatives to revenue-backed carbon intensity tracking metrics, we can help maintain data integrity and save years of progress.

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Sustainable Equities Boutique
Viewpoint | Read | 5 min

Circular economy makes the wheels go round

The circular economy, popularized by expressions such as “zero waste”, “right to repair”, or “from farm to fork”, is rooted in the knowledge that resources are finite. Companies that manage to reduce their consumption of raw materials are likely to increase their profits and market share, which will ultimately benefit investors. Past examples of corporate successes based on the circular economy include the Italian Vespa scooter.

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Sustainable Equities Boutique
2022-08-23_how-to-engage-with-chinese-companies-wechat-and-local-language-skills_teaser
Viewpoint | Read | 4 min

How to engage with Chinese companies – local language skills help

Discussing sustainability matters with Chinese companies is rewarding and challenging. Part of it is fact-finding, part of it is education. But investors need to tread with caution, and little extras such as talking Chinese help, says Hong Kong-based ESG analyst Gayle Chan. She also explains the approach of mtx Equities, citing a concrete example.

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Sustainable Equities Boutique
2022-08-17_joe-biden-tips-the-scales-in-favor_teaser
Viewpoint | Read | 4 min

Joe Biden tips the scales in favor of carbon-neutral future

Lofty pledges of governments to “go green” often hit a snag in parliament. However, there are also success stories like that in the US, where lawmakers backed a proposal to cut carbon emissions by roughly 40%. The plan, just signed into law by Joe Biden, could boost domestic wind and solar companies, potentially also benefiting “impact investors”.

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Sustainable Equities Boutique
2022-06-30_how-to-invest-today-for-the-world-of-tomorrow_teaser
White Paper | Read | 40 min

Thematics White Paper: How to invest today for the world of tomorrow

Thematic investing enables investors to direct capital towards solving mankind’s biggest challenges. In this White Paper, portfolio managers Daniel Maier and Romain Hohl dive deep to find out what it offers investors, discuss choice of single or multi themed investments well as the challenges and outlook for thematic investing.

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Sustainable Equities Boutique
2022-06-22_what-next-for-asia-tech-chinese-internet-shares-may-be-bottoming-out_teaser
Viewpoint | Read | 3 min

What next for Asia tech? – Chinese internet shares may be bottoming out

In 2021, Asian internet stocks, dragged down by Chinese blue chips, massively underperformed their US peers. But the valuation chasm between Asia and the US has narrowed of late. With Chinese regulators easing their grip, the country’s internet stocks may be bottoming out, which could be an opportunity for able stock pickers.

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