Paul McNamara

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Paul McNamara - Investment Director


Paul McNamara, Investment Director, is the lead manager on emerging market bond and currencies, both long only and unconstrained strategies.

Paul McNamara, Investment Director, is the lead manager on emerging market bond and currencies, both long only and unconstrained strategies. He joined GAM Investments following its acquisition of the fixed income and foreign exchange specialist, Augustus, in May 2009. Paul McNamara joined Augustus (then Julius Baer Investments Limited) in 1997 from the Export Credits Guarantee department of the UK Government Economic Service, where he was an economist. He began his career as a lecturer. Paul McNamara holds an MSc in Economics from the London School of Economics and he is a CFA charterholder. He is based in London.

Paul McNamara

My Insights

Investment Opinions

6 min read

Elevated inflation and rising interest rates: what’s the solution?
26 April 2022

Faced with a challenging investment environment, we asked five of GAM Investments’ and our partner firms’ brightest investment minds to share their views on how to protect returns and diversify portfolio risks in a world of surging inflation and rising interest rates.

Investment Opinions

5 min read

What does the Russia-Ukraine conflict mean for emerging markets?
23 February 2022

As the Russia-Ukraine conflict continues to intensify, GAM Investments’ Paul McNamara and Tim Love share their views on the potential implications for Russia and the emerging markets.

Investment Opinions

8 min read

2022 Outlook
22 December 2021

GAM and partner managers provide their outlook for 2022 for their respective asset classes. They cite energy transition, rising interest rates, the Asian emerging middle class, the strength of the European banking sector, demand / supply imbalance and of course the Omicron variant of Covid-19 as among the things to watch out for in the coming year.

Weekly Manager Views

2 min read

Weekly Manager Views: Fixed Income
09 April 2021

At GAM Investments’ latest Fixed Income Meeting, held on 6 April, our managers commented on rising interest rates, higher treasury yields and the recent performance of US and emerging market credit.

My Videos

Quarterly Manager Videos

3:26 min watch

Emerging Market Debt – Paul McNamara
09 May 2022

Paul McNamara discusses the impact of the Ukraine-Russia conflict, the outlook for Q2 2022 and how the squeeze on the price of metals has benefited South America.

Quarterly Manager Videos

4:17 min watch

Emerging Market Debt – Paul McNamara
21 January 2022

Paul McNamara talks about the impact of global events on emerging market debt last year, his hope for a normalised world this year post Covid-19 and the specific issues around Russia and its geopolitical risks.

Quarterly Manager Videos

3:13 min watch

Emerging Market Debt – Paul McNamara
18 October 2021

Paul McNamara talks about the Fed’s move towards tightening, the impact of the vaccination programme rollout and opportunities in those countries which have a degree of stability.

Quarterly Manager Videos

4:04 min watch

Emerging Market Debt – Paul McNamara
16 July 2021

Paul McNamara talks about the importance of developments in the US during Q2, the movement of market leadership away from the US towards Europe and emerging markets and why the asset class has historically reacted well to this.