Viewpoints by Philip Ehrmann, at Manulife Investment Management
Philip was previously a senior portfolio manager on the emerging-markets equity team. Prior to joining the firm, he was a co-head of Asian equities and a fund management director for Jupiter Asset Management. Previously, he was head of global emerging markets at Gartmore, where he later added the Pacific equity business to his responsibilities as head of Pacific and emerging markets. Philip started his career focusing on North American equities before becoming a portfolio manager at Invesco, where he was appointed to lead the firm’s emerging-markets desk.
- Education: B.Sc., Economics, London School of Economics
- Joined the company: 2015
- Began career: 1981
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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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