Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
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...
07-16-2025
International Equity Commentary | 2Q 2025
The second quarter started with a sharp correction following the implementation of the most aggressive trade measures in modern US history; seven days later, the postponement of the “Liberation Day” tariffs triggered a furious rally.
04-30-2025
Emerging Markets Equity Commentary | 1Q 2025
Stock-specific gains in financials, real estate, and materials were partially offset by performance in consumer discretionary, utilities, and communication services.