Swetha Ramachandran is an Investment Manager in GAM's European Equity team, responsible for managing the GAM Global Luxury Brands Fund 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.
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19 July 2019
Weekly Manager ViewsAt GAM Investments’ Weekly Investment Meeting held on 17 July 2019 the speakers were Michael Biggs, who provided a macro overview, Gregoire Mivelaz, who outlined the latest in the developed market credit space, and Swetha Ramachandran, who explained why she continues to feel optimistic about the outlook for luxury equities.
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11 July 2019
GAM Talks Q3 2019: Why should investors consider your asset class?We asked a group of our portfolio managers a series of questions about their respective asset classes. This first video, in a series of three, examines why investors should consider their asset class.
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25 June 2019
The rise in experiential luxury trendsA major overhaul is happening in the luxury sector. There is a growing desire from millennials to have a connection with a luxury brand via experiences instead of solely owning its products. Swetha Ramachandran, specialising in luxury brands at GAM Investments, discusses the evolution of the luxury market and how the landscape here is changing.
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12 April 2019
Weekly Manager ViewsAt GAM Investments’ Weekly Investment Meeting held on 10 April 2019 the speakers were Swetha Ramachandran, who provided an update on the exciting developments in luxury equities, and Davide Marchesin, who discussed the backdrop for global long / short financials.