Perspectives
Stay up-to-date on the latest news, insights and commentary from Altrinsic Global Advisors
07-28-2026
International Equity Commentary | 2Q 2026
AI is the most transformative technology seen in generations, with excitement surpassing that surrounding the internet, autos, electricity, and railroads. However, we believe the AI story has crowded out a broad set of companies trading at meaningful discounts to both the market and their own fair value – and it is here that we find the most compelling risk-reward.
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 nearly 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.