Have emerging markets changed enough to make them worth looking at as a core asset class? Philip Ehrmann, Senior Portfolio Manager at Manulife Investment Management, joins host Philip Petursson to discuss this and other topics related to emerging markets, such as:
• areas of the world that are considered emerging markets
• changes to the sector structure
• how politics can affect their evaluation
• building an emerging markets portfolio
• the effect of the COVID-19 pandemic and vaccination programs.
And which English football team does Mr. Ehrmann root for? Listen in and he’ll tell you.
