Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
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. Markets suffered steep declines leading up to “Liberation Day” in April before rallying sharply as tariff concerns eased and investor confidence returned.
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.
01-14-2026
Notes From the Road: Looking for Value Beyond the Taiwan Giant
Investing in tech today feels a lot like bargain-hunting on Rodeo Drive – rare, but possible with discipline, patience, and appropriate perspective.