Philippe Langham

Managing Director and Senior Portfolio Manager, Head Of Emerging Market Equities, RBC Global Asset Management (UK) Limited

Philippe has worked in the investment industry since 1992 and in 2009 joined the firm to establish and lead the team that manages RBC Emerging Markets Equity Fund.

Previously, Philippe managed emerging market portfolios at Société Générale Asset Management in London, Credit Suisse in Zurich and the Kuwait Investment Office in London.

Philippe is a graduate of the University of Manchester in England, where he earned a Bachelor's degree in Economics. He is a Chartered Accountant.

Joined RBC Global Asset Management: November 2009

Team

EME

RBC Emerging Markets Equity Team Deep, disciplined security selection and risk management, combining top-down thematic views with rigorous company-level research

Insights from Philippe

Emerging market equities in 2025: charting uncertainty

Philippe Langham recaps emerging market (EM) equities in 2024, noting renewed underperformance following Trump’s re-election. Phillippe also discusses what could be ahead for the asset class in 2025, considering the potential impact of Trump’s threats of tariffs on economies like China, shifting trade dynamics, and opportunities for EM tech manufacturers. [29 minutes, 24 seconds] (Recorded: January 10, 2025)

Emerging markets: key themes for 2022

China’s sharp economic slowdown weighed heavily on emerging markets last year. As the country navigates regulatory uncertainty and tighter monetary policy, can emerging markets bounce back in 2022? This episode, Philippe Langham, Senior Portfolio Manager & Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited, discusses what’s ahead for emerging markets this year, including the outlook for China, inflationary risks, and promising opportunities in India. [11 minutes, 25 seconds] (Recorded January 18, 2022)

Emerging Markets Outlook – New year 2022

Global Investment Outlook

Emerging-market equities have been negatively affected by the weak performance of China, which accounts for about a third of the emerging-market benchmark and has been the weakest-performing emerging-market country over the past 12 months.

P.Langham • Jan. 7, 2022

Emerging Markets Outlook - Fall 2021

Global Investment Outlook

Emerging-market equities have ceded all of this year’s outperformance relative to developed-market equities following a sharp decline in Chinese stocks in the MSCI Emerging Markets Index, a rally in the U.S. dollar and a worsening COVID-19 situation in many key emerging markets.

P.Langham • Oct. 6, 2021