Viewpoints by Philip Ehrmann, at Manulife Investment Management
Philip is a senior managing director and senior portfolio manager for Manulife Investment Management. He started his career focusing on North American equities before moving to Invesco as a portfolio manager. It was there, having been appointed a global partner, that he changed focus, being appointed to lead the company’s emerging-market desk. Subsequently, he moved to Gartmore to become head of global emerging markets, successfully rebuilding the team and turning performance around before adding the Pacific equity business to his responsibilities as head of global emerging and Pacific markets. He was most recently at Jupiter Asset Management as co-head of Asian equities and fund management director of the Jupiter China Fund.
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Tech and the consumer have reshaped today’s emerging markets
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.
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Where to focus in 2021—a year of recovery across emerging markets
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.
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