Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • 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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  • 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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  • Finding Growth in a Maturing Bull Market
  • Artisan Partners Growth team discusses where it is finding compelling growth opportunities against the backdrop of a maturing bull market.
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  • Where We Are Finding Growth—Health Care Innovation
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  • Where We Are Finding Growth—Financials Are Investible Again
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  • Where We Are Finding Growth—Internal Change Catalysts
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  • Where We Are Finding Growth—Next-Generation Data Analytics
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • 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 Fund
  • Artisan Global Discovery Fund celebrated its one-year anniversary on 21 August 2018. Lead Portfolio Manager Jason White discusses the portfolio’s first year.
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  • 1-Year Anniversary—Artisan Thematic Fund
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  • Impact of Tax Reform on High Yield Markets
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