Showing 61 - 80 of 87 results
  • The Case for Value
  • The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.
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  • Actionable Insights From Alternative Data
  • How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.
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  • The Case for International Small Caps
  • Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.
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  • What Will Be Emerging Markets’ Next Evolution?
  • As emerging market economies evolve, so do the most attractive long-term investments. The Artisan Partners Sustainable Emerging Markets Team discusses where investors should look for new opportunities.
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  • Accounting for Country Risk Over Time
  • Country risk assessments must be as dynamic as the countries they measure. The Artisan Partners Sustainable Emerging Markets Team elaborates on how it factors country risk into its investment process.
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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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  • 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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  • 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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  • Data and the IoT
  • Antero Peak Group 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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  • 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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  • The Artisan Difference
  • Antero Peak Group portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.
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  • Thematic Idea Generation
  • Antero Peak Group 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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  • 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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  • 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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  • 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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