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      • Emerging Markets Case Study: India Amid COVID-19

        01 May 2020   |  

        Featured Author: Gurpreet Pal
        Gurpreet Pal is an analyst on the Artisan Partners Sustainable Emerging Markets Team.

        As the COVID-19 pandemic evolves, emerging markets are set to take center stage. The US, Italy and other developed markets appear to be flattening the curve and starting to reopen their economies. In comparison, many emerging markets appear to be in much earlier phases of an outbreak. Within EM, India is an especially intriguing country to watch as it seems to be managing the pandemic better than previously feared.

        India has the seemingly right conditions for a high number of cases and rapid transmission:

      • Emerging Markets Opportunities Amid Market Volatility

        23 March 2020   |  

        Global financial markets have been experiencing sharp drawdowns and extreme volatility. Although the catalysts may be unique—COVID-19 and an oil price war between Saudi Arabia and Russia—the occurrence of such dramatic turns in global financial market and economic conditions is not. We believe a narrow focus on sustainability helps account for such unpredictable periods. While we are not immune to these gyrations, we believe we are also in a period of opportunity. We continue searching for companies with sustainable competitive advantages or unique access to growth—characteristics that enable companies to persist through volatility, succeed after the dust settles, and generate alpha over the long term. 

      • Defining Sustainability in Emerging Markets

        30 April 2019   |  

        To me, sustainability means having the ability to endure. It includes—but goes beyond—environmental, social and governance (ESG) considerations. More broadly, it entails businesses making the right strategic choices that bring continuity to their shareholders, employees, customers and the communities around them. Ultimately, my team invests in emerging markets because as a team of people who were born, educated and have spent large amounts of time in these countries, we want to direct capital to companies that can have a long-term positive impact on emerging markets’ people.

        We believe companies manifest and embody sustainability in a variety of ways. 

      • A Forward-Looking Approach to Sustainability

        30 September 2018   |  

        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. 

      • ESG in Emerging Markets: A Differentiated Perspective

        30 September 2018   |  

        Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.