• Late-Cycle Credit Investing: Risks and Opportunities
  • With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.
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  • Tight Spreads Shouldn't Diminish High Yield's Appeal
  • While it could be argued that the opportunity in credit markets is less interesting than it was previous points at in the current credit cycle, the Artisan Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
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  • Where We Are Finding Growth—Health Care Innovation
  • The Artisan Partners Growth Team shares its views on the evolution of the health care industry, and opportunities it is finding in harnessing this trend.
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  • The Search for Sustainable Growth
  • Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.
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  • Emerging Markets: The Changing Dynamics
  • Artisan Partners Emerging Markets Team has witnessed some tectonic shifts in emerging markets over the past decade. Economic developments have broadened the investment opportunity beyond materials and natural resources. Technology and health care companies, for example, are now viable investment prospects.
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  • Where We Are Finding Growth—Next-Generation Data Analytics
  • Artisan Partners Growth Team discusses the opportunities it sees as firms increasingly harness the power of data and data analytics to improve strategic decision making.
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  • Where We Are Finding Growth—Industrial Process Innovation
  • Artisan Partners Growth Team discusses the opportunities it sees as firms increasingly invest in industrial automation and “smart” robots.
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