• The Critical Importance of Travel
  • In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
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  • How Globalization and Global Trade Impact Emerging Markets
  • Adaptation is imperative for emerging markets companies. Portfolio manager Maria Negrete-Gruson shares why she believes globalization inevitably leads to readjustment.
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  • A Forward-Looking Approach to Sustainability
  • Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its environmental, social and corporate governance factors.
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  • ESG in Emerging Markets: A Differentiated Perspective
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
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  • Artisan High Income Strategy—5-Year Review
  • What sets the Artisan High Income Strategy apart from peers? Founding portfolio manager Bryan Krug reflects on the last five years and offers insights on the team’s differentiated approach.
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  • Data and the IoT
  • Thematic Team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).
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  • Corporate Governance Considerations in Emerging Markets
  • Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.
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  • Are Negative Screens Valuable in Emerging Markets Investing?
  • Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.
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  • Not All PEs Are Created Equal
  • The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.
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  • What Makes EM a Compelling Asset Class?
  • 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.
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  • 5-Year Anniversary—Artisan High Income Strategy
  • Artisan High Income Strategy celebrated its five-year anniversary in April 2019. Founding portfolio manager Bryan Krug reflects on the portfolio’s last five years and offers insights into the team’s differentiated approach.
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  • Data-Driven Thematic Opportunities
  • Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.
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  • The Artisan Difference
  • Thematic team portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.
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  • Thematic Idea Generation
  • Thematic team portfolio manager Chris Smith discusses his team's thematic approach to idea generation.
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  • What Sustainability Means to Us
  • Sustainable Emerging Markets portfolio manager Maria Negrete-Gruson discusses what sustainability means to her and her team, and how they apply it to their investing process.
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  • Investing in the Automobile of the Future
  • Portfolio Manager Rezo Kanovich discusses the massive changes occurring in the automobile industry related to electrification and the evolution of the autonomous driving features, as well as the potential winners that may emerge.
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  • Country-Specific Risk in Emerging Markets
  • 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.
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  • How Geopolitics Matters to 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.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2018 Update
  • Bouts of volatility and geopolitical flare-ups strained financial markets in the fourth quarter. Portfolio Manager Maria Negrete-Gruson discusses how the Artisan Sustainable Emerging Markets strategy is built to navigate through these difficult environments.
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  • Managing Bouts of Volatility
  • 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.
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