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.
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.
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.
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.
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.
In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
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.
What sets the Artisan High Income Fund apart from peers? Founding portfolio manager Bryan Krug reflects on the last five years and offers insights on the team’s differentiated approach.
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.
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.
Thematic Team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).
The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.
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.
Artisan High Income Fund celebrated its five-year anniversary in March 2019. Founding portfolio manager Bryan Krug reflects on the portfolio’s last five years and offers insights into the team’s differentiated approach.
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.
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.
