Artisan Sustainable Emerging Markets Fund Q2 2025 Commentary

2025-07-13 08:31:00 ET

Portfolio Discussion

Emerging markets ((EM)) equities demonstrated resilience in Q2 despite enduring geopolitical conflicts and trade tensions, supported by strong domestic fundamentals. As global investors repositioned their portfolios to navigate the rapidly evolving investment landscape, there has been a renewed momentum across the asset class. Taiwan and Korea were the MSCI Emerging Markets Index’s top contributors, while Saudi Arabia was the largest detractor. Our portfolio outperformed the benchmark during the quarter....

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