Artisan Global Equity Fund Q4 2024 Commentary

2025-02-20 07:45:00 ET

Summary

• Global equity markets posted mixed results in local currencies during Q4.
• The portfolio underperformed its benchmark, the MSCI AC World Index, in Q4.
• Looking ahead to 2025, we remain confident that the fundamental drivers of growth are intact.

Investing Environment

Global equity markets posted mixed results in local currencies during Q4. Stocks in Japan and North America ended the year on a positive note, supported by steady economic growth, favorable interest rate trends and resilient employment. However, other regions, such as Europe and the emerging markets, ended lower, influenced by geopolitical concerns and rising yields. The euro and yen weakened against the US dollar, which surged on post-election optimism and expectation of fewer rate cuts than previously anticipated....

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