Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
07-15-2026
Emerging Markets Opportunities Commentary | 2Q 2026
This quarter, roughly 90% of the MSCI EM Index’s returns came from semiconductors and tech hardware, and over 70% came from just three stocks. During exceptional periods like this, our objective is to find investments that can compound quietly through many cycles rather than be driven by short-term enthusiasm.
06-18-2026
Notes From the Road: Indonesia – Priced for Crisis, Built for Patience
Indonesia is one of the most consequential emerging markets of the next decade – and, in our view, among the most misunderstood.
07-06-2026
Cross-Asset Performance Review | 2Q 2026
This is a cross-asset performance review in which we distill the key developments of the quarter, followed by substantiating charts and tables.