• 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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  • 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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  • 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 Sustainable 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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  • 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, Sustainable 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 Sustainable 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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  • Video Update—Dan Kane, U.S. Value Team
  • Portfolio manager Dan Kane discusses the team's thoughts on the current market environment, and where they are finding attractive investment opportunities.
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  • Video Update—Jim Kieffer, U.S. Value Team
  • Portfolio manager Jim Kieffer explains common bad investing habits and why the team believes a benchmark-agnostic approach matters.
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  • Video Update—Demand Is Growing for Active Managers
  • Matt Kamm, portfolio manager on the Artisan Partners Growth team, says it's a good time to be an active manager with truly differentiated, high value-add strategies offering opinionated investment in a disciplined way.
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  • Video Update—Mark Yockey, Global Equity Team
  • Portfolio manager Mark Yockey reviews his team’s investment process and discusses some of the global secular themes that are driving the team’s fundamental stock picks. As of 13 Jun 2013.
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