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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
