Turning Stones Blog

In search of quality

Conversations with a fresh perspective on issues faced by companies and investors – ranging from risks and opportunities, to bottom-up insights from our deep, investigative research, and views on ESG.

Quality Growth Boutique
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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Quality Growth Boutique
Turning Stones Blog | Read | 7 min

Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors – epidemics, scandals, inflation, deficits, and natural disasters. There is huge potential and risk in the EM. Investors need to guard compounding from trouble with a focus on governance. The challenge is putting up with the volatility. But low volatility is not the same as low risk for long-term investors.

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