Viewpoints by Kathryn Langridge, Senior Portfolio Manager at Manulife Investment Management

Kathryn is a senior managing director and senior portfolio manager at Manulife Investment Management, where she leads the emerging-market equity team. Prior to joining the firm, she served as fund management director for Jupiter Asset Management, where she was responsible for global emerging-market equity funds, with additional management responsibilities for equity funds in Latin America and Eastern Europe. Prior to that, she worked as head of the global emerging-market equities team at Lloyd George Management, in various positions at Invesco Perpetual, and at Jardine Matheson. Kathryn earned an M.A. from Cambridge University.
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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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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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Emerging-market winners in an age of disruption—companies, not countries
Selected emerging-market companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals.
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The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economies
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Toward a more global market: stock index decision raises China's profile
MSCI has given a vote of confidence to China's stock market by adding domestic Chinese A-shares to its global indexes. What the move means for investors.
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Key indicators reflect brighter outlook for emerging-market equities
An improved outlook for global economic growth and positive developments in emerging markets bode well for performance of emerging-market equities.
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The worst may be behind for emerging-market equities
While it might be too soon to declare that a long-awaited recovery in emerging-market equities is at hand, positive signs suggest that a turning point could be near.
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