Artificial intelligence is reshaping the global economy, but its impact extends far beyond the largest technology companies and developed markets. In this conversation, Andrew Steedman (Associate, Public Equities) at Wespath, is joined by Maria Negrete-Gruson, Portfolio Manager for Artisan Partners’ Sustainable Emerging Markets Strategy, to examine how AI is influencing opportunities and risks across emerging markets. Together, they discuss market concentration, active management, sustainable investing considerations, and where investors may find differentiated sources of growth in an increasingly complex investment landscape.
What You’ll Learn
- How AI is influencing emerging markets investing beyond the most widely discussed companies and sectors
- Why market concentration matters and the opportunities and risks it can create for investors
- How active managers identify sustainable growth opportunities in emerging markets
- The role of sustainable investing and long-term competitive advantages in portfolio construction
- How Artisan Partners is currently positioning its emerging markets strategy amid evolving market conditions
This content was originally published by Wespath republished with permission on ResourceUMC.org on October 16, 2026.