Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
10-27-2025
International Equity Commentary | 3Q 2025
Recent media attention has highlighted the growing “circularity” within the AI ecosystem, as a small number of technology companies are simultaneously customers, investors, and vendors to each other. These interwoven financial arrangements have raised concerns about sustainability and systemic risk.
10-30-2025
Emerging Markets Opportunities Commentary | 3Q 2025
Emerging market equities continue to outperform developed markets, as many companies and countries defy trade-related concerns and continue to demonstrate economic resilience.
03-06-2025
Notes From the Road: Turning Over Stones in the Andes
Many people travel to the Andes for its stunning landscapes, thrilling adventures, unique biodiversity, and ancient civilizations. For me, it is the underappreciated investment opportunities...