Swetha Ramachandran

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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

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.

Active Thinking

7 min read

Active Thinking
01 February 2022

At GAM Investments’ latest Active Thinking forum, three of our brightest investment minds discussed the pricing potential for luxury brands, the prospect of slower global economic growth and recovering investor sentiment towards China.

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.

My Videos

Quarterly Manager Videos

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.

Quarterly Manager Videos

3:55 min watch

Luxury Brands – Swetha Ramachandran
09 May 2022

Swetha Ramachandran evaluates the dislocation between valuations and fundamentals in the luxury sector and the strong outlook for luxury travel and sporting goods.

Quarterly Manager Videos

3:21 min watch

Luxury Brands - Swetha Ramachandran
21 January 2022

Swetha Ramachandran discusses consumers deploying their savings into luxury brands in 2021, the strong pricing power the sector should benefit from in 2022 and some of the sectors which could present opportunities as a result.

Quarterly Manager Videos

2:46 min watch

Luxury Equities - Swetha Ramachandran
18 October 2021

Swetha Ramachandran summarises some of the challenges of the third quarter, previews a quarter which could be characterised by what she calls ‘revenge conviviality’ and highlights her focus on experiential luxury.