Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Finding Sustainable Growth in Financial Exchanges
  • Artisan Partners Global Equity Team discusses the sustainable growth opportunities it's finding in the consolidated global financial exchanges industry.
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  • Where We Are Finding Growth—Transforming How We Work
  • The Artisan Partners Growth Team discusses how explosive growth in data is transforming how we work—and where that transformation is creating compelling investing opportunities.
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  • Late-Cycle Credit Investing: Risks and Opportunities
  • With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.
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  • Where We Are Finding Growth—Health Care Innovation
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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.
  • Artisan Sustainable Emerging Markets Fund Second Quarter 2019 Update
  • Geopolitical events, particularly the US-China trade dispute, contributed to emerging markets volatility in the second quarter. Meagan Nace, Sustainable Emerging Markets Team Analyst, discusses portfolio performance and the team’s differentiated approach to sustainable investing.
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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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  • 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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  • A Forward-Looking Approach to Sustainability
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  • How Globalization and Global Trade Impact Emerging Markets
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