Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
11-12-2025
Notes From the Road: Innovation on Sale? Opportunities in Medical Technology
The medical technology space is a particularly fertile hunting ground for long-term investors given its vibrant innovation, expanding AI applications, and attractive valuations.
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.