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Joaquim Nogueira

Joaquim Nogueira - Investment Manager


Joaquim Nogueira is an Investment Manager in GAM's Emerging Markets Equity team.

Prior to joining GAM in January 2012, he was a portfolio manager at CQS/Oceanwood where he worked on long/short emerging markets equities with Tim Love. Prior to this, he worked with Mr Love on a global long/short equity fund at Cazenove Capital Management.Previously, Joaquim Nogueira worked on the sell-side as director of global equity strategy in the global emerging markets equity strategy team at Deutsche Bank, and as vice-president of global emerging markets strategy at SG Securities Ltd. He began his career on the sell-side as a senior analyst at ING Barings Securities Ltd in 1996, working with Mr Love on the global sector and Latin American strategy and research team. Joaquim Nogueira holds an MBA from Cass Business School, and an MSc in Mathematics with a specialisation in probabilities and statistics from the Instituto Superior Tecnico in Lisbon. He is based in London.

Joaquim Nogueira

My Insights

Investment Opinions 6 min read

EM equity: a great diversity of factors

16 August 2018

Joaquim Nogueira, an emerging markets (EM) equity specialist at GAM Investments, provides his view on some of the major economies in this singular segment of the global equity universe, at a time when he feels that recent price action has provided a new opportunity to selectively buy EM stocks.

6 min read