Artisan Global Equity Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-04-29 10:15:00 ET
Summary
- Global markets were mixed in Q1, ending in a sharp and broad equity market selloff as investors awaited President Donald Trump’s announcement of further US tariffs.
- The portfolio rose sharply while its benchmark, the MSCI AC World Index, fell, leading to strong outperformance in Q1.
- With volatility approaching levels last seen during the pandemic and significant changes to the global economy potentially on the horizon, we remain alert to current and emerging risks.
US Tariffs and Portfolio Positioning
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Artisan Global Equity Fund Q1 2025 Commentary
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