Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.
Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.
Surging populism and nationalism are altering the global trade regime. And it’s likely to be a prolonged disruption. The firms willing and able to acknowledge and prepare for these changes are best positioned to thrive in this rapidly changing environment.
Bouts of volatility can strain financial markets, especially in emerging economies. But this volatility is a feature of EM investing, not a bug, and to EM investors it represents the best prospects for higher long-term growth.
The Outlook for Shifting Dynamics of Emerging Markets Firms
It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.
The Investor's Field Guide—Bryan Krug-High Yield Credit Investing
Artisan's Bryan Krug sat down with Invest Like the Best podcast host Patrick O’Shaughnessy to discuss the high yield marketplace and the team’s approach to finding actionable investment ideas.
Pensions & Investments—Emerging Markets: Finding opportunity in uncertainty
Maria Negrete-Gruson, portfolio manager of the Artisan Sustainable Emerging Markets Fund, explains how a challenging macro environment may ultimately benefit emerging-markets companies.
Morningstar—Artisan International Small Cap Investor
Artisan International Small Cap Fund receives a Morningstar Analyst Rating of Bronze as the Fund’s new management team and approach inspire confidence.
Morningstar—2 Gold-Rated Artisan Funds, but Only 1 Open Door
Receiving a Morningstar Analyst Rating of Gold is just one of the many similarities between the Artisan Global Value Fund and the Artisan International Value Fund.
Artisan Global Value Fund receives a Morningstar Analyst Rating of Gold due to its many strengths, including its capable duo of managers and their proven approach.
A Scientific Approach to Identifying Profit Cycles
Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
