Viewpoints by Kathryn Langridge, at Manulife Investment Management
Kathryn is a senior managing director and senior portfolio manager for Manulife Investment Management, as well as the lead portfolio manager of the emerging-market equity strategy and team. Kathryn began her career with the Jardine Group and held roles at Jardine Fleming in Asia, including Hong Kong and Singapore. She then worked at Perpetual/Invesco Perpetual, holding positions that included head of Asian investments and head of international equity products, before joining Lloyd George Management as head of the global emerging-market team. Kathryn was most recently at Jupiter Asset Management as the fund management director of the global emerging-market funds, and she held additional responsibilities for managing equity funds in Latin America and Eastern Europe.
Today’s emerging markets (EM) are vastly different from what they were just a decade ago. What’s more, some EM-based technology companies have emerged as global market share leaders or close rivals to developed-market peers. In our view, an actively managed investment approach is best suited to navigating this landscape of tumultuous change.Read more
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.Read more