The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
Artisan Global Discovery Strategy: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
Artisan Partners Credit Team Third Quarter 2023 Update
Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
Uncertainty in Emerging Markets with Michael Cirami
Michael Cirami, portfolio manager of EMsights Capital Group, joins Philip Chao on the Tao of Chao podcast to share how uncertainty in global markets today frames his thinking about investing in emerging market debt.
Artisan Partners Developing World Team Third Quarter 2023 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Artisan Sustainable Emerging Markets Strategy Third Quarter 2023 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the third quarter performance of the Sustainable Emerging Markets Strategy. They discussed the challenges in Asia and the opportunities ahead in a rapidly changing macroeconomic environment.
The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
Artisan Partners U.S. Value Team: An ESG Framework
As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
