Swetha Ramachandran

Swetha Ramachandran - Investment Director, Luxury Equities


Swetha Ramachandran, Investment Director, Luxury Equities, is a member of the Global Growth Equity team and has been responsible for managing the luxury brands equity strategy since March 2019.

She has over 20 years of investment experience across Asian and European markets and in consumer stocks. Prior to joining GAM Investments in September 2012, 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 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

5 min read

What does the return of tourism mean for luxury brands?
09 November 2022

The tourism industry has faced a tough two years but this summer has been much more positive. GAM Investments’ Swetha Ramachandran examines what a return to travel could mean for the luxury sector.

Active Thinking

10 min read

Active Thinking
02 November 2022

At GAM Investments’ latest active thinking forum, Swetha Ramachandran reflects on the strong pricing power of luxury brands, as well as the longer-term trends supporting the sector.

Active Thinking

7 min read

Active Thinking
07 March 2022

At GAM Investments’ latest active thinking forum, two of our brightest investment minds discussed the role of the Chinese consumer in driving demand for luxury goods and the impact of the Russia-Ukraine conflict on Asian equities.

Investment Opinions

5 min read

The next generation: what will “Generation Alpha” look like?
02 March 2022

Set to be the largest generation ever, Gen Alpha will also be the generation with the largest spending power yet. GAM Investments’ Swetha Ramachandran looks at how this more digital, more sustainable generation could influence consumption in the luxury sector.

My Videos

Active Thinking

03:21 min watch

Luxury Brands – Swetha Ramachandran
03 November 2022

After luxury brands published strong results in the first half of the year, Swetha Ramachandran looks ahead to Q3 reporting season and highlights the key benefits the sector offers in the current environment.

Active Thinking

5:10 min watch

Luxury Brands – Swetha Ramachandran
21 July 2022

Swetha Ramachandran discusses the luxury sector’s strength in the face of inflation, the sector’s comparatively resilient earnings and a summer of “revenge travel” following Covid.

Video

Watch

Outlook 2021
23 December 2020