Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
12-18-2025
Notes From the Road: Japan – Significant Change on the Horizon
Meaningful change is on the horizon for Japan, though the path forward will be complex. As Japan unlocks value, bottom-up fundamental research matters more than ever.
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.
12-10-2025
Emerging Markets Holiday Reading List
These books are inspiring team discussions on culture, investing, innovation, geopolitics, demographics, and companies across emerging markets.