Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
04-06-2026
Cross-Asset Performance Review | 1Q 2026
This is a cross-asset performance review in which we distill the key developments of the quarter, followed by substantiating charts and tables.
01-30-2026
Emerging Markets Opportunities Commentary | 4Q 2025
While flashy, supersized AI/tech capex announcements command attention and have contributed to the growing dominance of the theme in major benchmarks, broader capex trends reveal exciting developments that support long-term, sustainable growth prospects in EM companies beyond the tech sector.
01-26-2026
International Equity Commentary | 4Q 2025
AI optimism, supportive fiscal and monetary policies, and resilient economic growth contributed to strong equity market performance in 2025. Full-year results, however, obscure a far more volatile path.