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Swetha Ramachandran

Swetha Ramachandran - Investment Manager


Swetha Ramachandran is an Investment Manager in GAM's European Equity team, responsible for managing the luxury brands equity strategy and for research across the consumer sector – staples and discretionary.

She has over 17 years of investment experience across Asian and European markets and in consumer stocks. Prior to joining GAM, she was a vice president in the Growth Equities asset management arm of Alliance Bernstein, London, and before that, an analyst at Credit Suisse, London and Vigeo (ESG Ratings Agency), Paris. She began her career as an Asian equity analyst at Goldman Sachs in Singapore. Swetha Ramachandran holds a Magistere in French Literature from Université Paris – Sorbonne, Paris, and a BSc (Hons) in Economics from the London School of Economics and Political Science, London. She is based in London.

Swetha Ramachandran

My Insights

Investment Opinions 8 min read

Luxury, Covid-19 and the “Us” in ESG

27 May 2020

Swetha Ramachandran and Vincent Latour believe luxury brands are uniquely positioned to make their Covid-19 response efforts a cornerstone of their growing commitment to sustainability. Consumer trust in and recall of these brands is being shaped, in real time, by whether the companies are viewed as doing the right thing by their employees, their suppliers and even society at large. Rarely have the interests of multiple stakeholders converged so evenly around the social obligations of brands. Luxury brands, therefore, need to shape their value proposition holistically in a post-Covid-19 world, as investors pay closer attention to the long-term correlation of environmental, social and governance (ESG) factors in action with shareholder value creation.

8 min read
Investment Opinions 9 min read

Luxury sector Q1 reporting – Silver linings playbook?

20 April 2020

Q1 earnings statements from a handful of major players in the luxury sector offer insights into how the wider industry is responding to Covid-19 challenges. GAM Investments’ Swetha Ramachandran highlights some key themes.

9 min read
Investment Opinions 3 min read

Revenge spending in the luxury sector

02 April 2020

Swetha Ramachandran discusses the psychological triggers behind consumer demand in face of a crisis.

3 min read
Weekly Manager Views 4 min read

Weekly Manager Views

13 March 2020

At GAM Investments’ Weekly Investment Meeting held on 11 March, Swetha Ramachandran commented on the impacts to luxury equities from the coronavirus and discussed the long-term prospects for the luxury sector as a whole.

4 min read