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      • Scavenging for Treasure at the IMF Spring Meetings

        23 April 2024   |  

        Members of the emerging markets debt investment community descended on Washington DC last week for the spring IMF meetings. Over the course of the week, the EMsights team conducted over 100 meetings and actively engaged in conversations with a diverse range of government officials and representatives.

        Given the sell-off in emerging markets debt year to date, we entered the week expecting a decidedly bearish mood, though we were surprised to find a rather neutral outlook overall.

      • Biopharma’s GLP-1 Race Heats Up

        17 April 2024   |  

        Our conviction in Novo Nordisk continues unabated, particularly in the work it is doing to treat the approximately 890 million people worldwide who struggle with obesity and the 530 million people suffering from Type 2 diabetes.  While this field has attracted competition, the company has not rested on its laurels after launching its groundbreaking Type 2 diabetes medication Ozempic in 2017 and its obesity follow-on treatment Wegovy in 2021. 

      • A Q&A with Portfolio Manager Daniel Kane

        10 April 2024   |  

        Dan, happy 16-year Artisan anniversary. You joined Artisan during the ’08-’09 financial crisis. I’m sure you have some great stories to tell from those days. What was it like to start your Artisan career at that time?

      • Life, Liberty and the Pursuit of… Investment Returns

        09 April 2024   |  

        EMsights Capital Group believes that economic and political freedoms and rule of law are important precursors for the economic development, growth, education and sustainability of sovereign countries. Through our on-the-ground country visits, we follow a country’s pursuit and execution of fair and free elections, civil liberties, functioning of government, and the importance it places on economic freedom.

      • Growth Team Weekly Investment Insights

        03 April 2024   |  

        In this week’s blog post, we highlight some of our takeaways from the first quarter’s market returns.

      • Growth Team Weekly Investment Insights

        27 March 2024   |  

        1) Credit Card Data Suggests Consumer Weakness?

        Like most things in this industry, looking at credit card data sends a nuanced message about the health of the consumer.

      • Growth Team Weekly Investment Insights

        21 March 2024   |  

        1) Inflation Progress Shows Signs of Slowing

        Last week brought signs that progress towards the central bank’s inflation target may be slowing as both the Consumer Price Index (CPI) and Producer Price Index (PPI) metrics were higher than expected.

      • US Treasury Reforms: The Crystal Ball for EM Traders

        20 March 2024   |  

        The SEC voted in December to require more US Treasury bonds to be centrally cleared in order to improve market resiliency, and it continues to propose major reforms to that market. These reforms are getting significant attention in the press and sparking a debate on financial news and social media platforms. Emerging markets investors might be forgiven for paying little attention to market structure developments in US Treasuries, but ignoring these developments is a mistake. 

      • Growth Team Weekly Investment Insights

        13 March 2024   |  

        1) February Jobs Report

        The big macro data point last week was the US employment report, which offered both upside and downside surprises.

      • Dare to be Different

        12 March 2024   |  

        The National Bank of Serbia opted to hold benchmark interest rates unchanged at 6.5% for the eighth consecutive meeting, citing global uncertainties and persistent inflationary pressures as the rationale. This restrictive policy is at odds with its Central European peers, some of which are already several rate cuts deep into their easing cycles, but we applaud this prudent approach for Serbia.  

        Serbian inflation fell to 5.6% year over year in February, but forecasts do not show inflation dropping into its target band of 3% +/- 1.5% for a few more months.