Viewpoints

Show filters Hide filters
Quality Growth Boutique
2020-03-12_mu_covid-qg-americas_teaser
Viewpoint
COVID-19

Coronavirus Sell-Off: Putting Volatility in Perspective

We are now witnessing a market panic as the continued spread of the coronavirus is threatening a global recession. Portfolio managers Ramiz Chelat, Jin Zhang and David Souccar explain how they are adjusting their portfolios to take advantage of market dislocations and why quality growth businesses can help provide downside protection.

Read more

Quality Growth Boutique
2019-09-09_ts_qg_esg-why-purpose-drives-returns-not-the-opposite_teaser
Turning Stones Blog
Sustainable Investing

ESG: Why purpose drives returns - not the opposite

What is the purpose of your company? Not what it does, but its purpose. Its goals. Its compass. A meaningful answer is usually pretty short, understood by a layman, and can provide a light to follow through tough decisions. The pressure for companies to rethink their purpose, and the sharing of rewards across a company’s stakeholders, has risen sharply.

Read more

Quality Growth Boutique
2019-08-12_TS_QG_esg-can-social-and-short-term-investors-co-exist_teaser
Turning Stones Blog
Emerging Markets Sustainable Investing

ESG: Can social and short-term investors co-exist?

Get Social, ‘S’ from ESG, wrong and a company stands to lose customers and employee loyalty, and damage value of the business. The priority of owners in how socially responsible investments are made, and the expected returns, are key. Liquid markets can deliver rapid change in ownership. Can the two coexist? Owners are as much part of the solution as part of the problem.

Read more