On April 9, Portfolio Manager Michael Cirami will be joining the CFA Society Philadelphia luncheon to discuss the potential benefits of investing beyond the traditional emerging markets debt universe and how the common benchmarks can create misperceptions within the asset class.
Artisan Partners EMsights Capital Group
投资管理
Boston，MA 1,509 位关注者
A global investment team that has established a deep understanding of emerging markets countries and corporates
关于我们
Artisan Partners EMsights Capital Group invests across a broad universe that spans more than 100 countries and has an emphasis in emerging markets. The team constantly performs fundamental country research and monitors financial markets to identify investment opportunities across sovereign and corporate credit, global fixed income and currencies. EMsights Capital Group is based in Boston and has a flat and collaborative structure where portfolio managers and analysts communicate daily and share the responsibility of idea generation. Trading and implementation are embedded within the investment team. The investment team’s core has been together for over 15 years, and the leadership has been investing in emerging markets since 2003. This site is intended for use with institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants. To view our Terms of Use visit: www.artisanpartners.com/social-media.html To view our Canvas blogs visit: https://www.artisancanvas.com/?filter=tag+eq+artisan-canvas%3Aauthors%2Femsights-capital-group&filter=isDraft+ne+true #assetmanagement #emergingmarketsdebt #fixedincome #activemanagement
- 网站
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https://www.artisanpartners.com/about-us/investment-strategies/emsights-capital-group.html
Artisan Partners EMsights Capital Group的外部链接
- 所属行业
- 投资管理
- 规模
- 501-1,000 人
- 总部
- Boston，MA
动态
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Last week, the detainment of a prominent political opposition leader in Turkey triggered market volatility. By analyzing uniquely curated data we collected around the event, we gain valuable insights into how liquidity in the foreign exchange markets may respond to unexpected events and can impact transaction costs. Read more: https://ow.ly/z63N50Voack
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Several oil-producing nations are undergoing a transformative shift, moving from a market dominated by the oil majors to one where large segments of the industry are led by local companies. This trend is creating substantial growth opportunities for local independent oil companies and helping boost the domestic economies of these nations. https://ow.ly/xJuk50Vlsib
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Portfolio Manager Michael Cirami recently joined Bloomberg Intelligence’s FICC Focus podcast to discuss EM debt investing and the potential for alpha generation amid current geopolitical risks and economic shifts. Listen now: https://ow.ly/UL2f50VicHZ
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While EM debt benchmarks have ridden the wave of broad credit spread tightening, limitations in their allocations have left them with one foot in and one foot out of the recent high-yield party. An active approach can help navigate around these limitations, identifying opportunities with attractive potential returns — even in a tight spread environment. After all, when the music stops at the high-yield party, only the well-positioned positioning will have a seat. Read more: https://ow.ly/T2ok50Vb27Y
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Portfolio Manager Sarah Orvin, CFA recently joined a virtual panel hosted by EMTA to discuss Ukraine’s economic and political outlook. Thank you for having us EMTA! #emergingmarkets #investmentmanagement?
EMTA's Webinar on the Outlook for Ukraine was held on February 24, 2025, the third anniversary of the Russian invasion. ICU's Vitaliy Vavryshchuk moderated the discussion, which featured Sarah Orvin, CFA (Artisan Partners), Yulia di Mambro (Federated Hermes), Timothy Ash (RBC BlueBay Asset Management) and Rachel Ziemba (Ziemba Insights). The panel debated the possible outcomes of the war, and whether a deal would lead to a lasting peace; foreign financial flows, the prospects of private capital inflows and the possibility of transferring frozen Russian assets to Ukraine; economic growth and whether a future restructuring would be needed; and much more. Our thanks to ICU for sponsoring this Webinar.
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Unlike exchange-traded markets with fixed hours, the foreign exchange market is open 24 hours a day, making timing the execution of trades critical for minimizing transaction costs. By analyzing over 300 million daily streaming prices, we pinpoint optimal trading windows across regions. #ArtisanCanvas https://ow.ly/ajT850V5uFL
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Do you know a highly motivated, intellectually curious individual who is interested in investment management research? Encourage them to apply for the Research Associate opening on our team. https://ow.ly/Xkr650V2YTo
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Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods. Listen now: https://ow.ly/kTyU50UYNus
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