• What Sustainability Means to Us
  • 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 Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.
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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
  • Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
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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 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 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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  • 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.
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  • Artisan Non-U.S. Value Strategy
  • Non-U.S. Value portfolio manager David Samra discusses recent market volatility and its impact on markets, as well as the potential opportunities it is presenting to investors.
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  • Finding the True Emerging Markets Opportunity Set
  • Portfolio Manager Maria Negrete-Gruson and her team discuss the MSCI EM index and how they approach identifying the true EM opportunity set.
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  • Assessing Corporate Governance—A Bulwark Against Emerging Markets Volatility
  • The Emerging Markets team discusses the critical role that assessing corporate governance plays in managing EM volatility.
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  • A Systematic Approach to Differentiation
  • Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.
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  • 1-Year Anniversary—Artisan Global Discovery Strategy
  • Artisan Global Discovery Strategy celebrated its one-year anniversary on 1 September 2018. Lead Portfolio Manager Jason White discusses the portfolio’s first year.
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  • The Digital Payments Revolution
  • The Growth Team discusses the ongoing global evolution toward digital payments and the related investing opportunities they are finding.
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  • An Analyst's Approach to Valuation
  • Gurpreet Pal, Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
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  • 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.
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  • Reemergence of Earnings Growth
  • Meagan Nace and Maria Negrete-Gruson of the Artisan Partners Emerging Markets Team discuss a key inflection point the team has identified in the profitability of several emerging markets companies.
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  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
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  • Video Update—Embracing Volatility
  • Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.
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