Showing 41 - 60 of 196 results
  • 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.
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  • 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.
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  • 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.
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  • The JRo Show feat. Dan O'Keefe
  • 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.
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  • Antero Peak Group Third Quarter 2023 Update
  • 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.
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  • 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.
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  • Artificial Intelligence Progress Report
  • 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.
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  • Building a Resilient Future with Industrial Gas
  • Find out how industrial gas leaders are capitalizing on beneficial industry dynamics to deliver both short- and long-term opportunities for investors.
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  • Better, Safer, Cheaper Value Investing
  • Portfolio Managers Craig Inman and Dan Kane discuss the team’s three criteria required to make an investment.
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  • Bloomberg Markets Today feat. Dan O’Keefe
  • 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.
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  • Uncovering Value Through an Opportunistic Approach
  • The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
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  • CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
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  • Peak Insights: Aerospace—Consolidated Secular Growth
  • The Antero Peak Group explains why it believes Aerospace is poised for an industry-wide inflection.
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  • Growth Team 5 in 5: Consumer Opportunities in the Current Environment
  • Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
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  • Generating Alpha in Today’s Emerging Markets
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
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  • CNBC Squawk Box Europe Interview feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
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  • Artisan Partners Credit Team Second Quarter 2023 Update
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Artisan Partners Developing World Team Second 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.
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  • Antero Peak Group Second Quarter 2023 Update
  • 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.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets Strategy's second quarter, emphasizing the drivers behind the portfolio's outperformance and the importance of stock selection in navigating uncertain macroeconomic conditions.
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