The most recent monthly commentaries for Artisan Partners are now available.
Monthly Commentaries—Artisan Partners
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The Muni Market’s Fed-sponsored Round Trip—Thornburg
June 23, 2020
Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to...
The Fed’s “Not Thinking” Singular Focus—Thornburg
June 23, 2020
Supporting the beaten-down labor market is the Federal Reserve’s “major focus,” not inflation nor risk asset prices. Doing “whatever we can and for as l...
Examining China’s COVID-19 Recovery and Ailing US Relations—Thornburg
June 17, 2020
Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Le...