Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
10-21-2026
International Equity Commentary | 3Q 2026
Resilience of narrow market leadership in global equity markets rests on a precarious foundation of heavy AI spending, funding that increasingly relies on outside capital, and a wealth effect linked to rising equity market valuations. Cracks in this foundation are surfacing, and evidence of a long overdue broadening in markets is emerging.
10-15-2026
Emerging Markets Opportunities Commentary | 3Q 2026
Prior concentration cycles offer a lens through which to view current market conditions. Each time, consensus views suggested that the theme would persist; instead, a new cycle emerged featuring different countries, different industries, or both. Few leaders stayed at the summit for long.
08-21-2026
Notes From the Road: China – Shaking the World, Quietly
The China narrative across the consumer landscape, EVs, robotics, and AI infrastructure is more nuanced than headlines might suggest. Tech is not a separate sector story but rather the operating system reshaping behaviors, efficiency, and returns.