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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 7:17 min watch

Outlook 2021: Swetha Ramachandran

29 December 2020

Swetha Ramachandran reviews some of the good news stories in the luxury sector over the course of 2020 and details the reasons why she has a positive outlook for luxury brands in the coming year.

7:17 min watch
Investment Opinions 1 min read

GAM Luxury Brands 2020 Quiz

07 December 2020

It has been a challenging year, but GAM Investments’ Swetha Ramachandran notes that there have been some positives for luxury brands.

1 min read
Investment Opinions 8 min read

Luxury sector Q3 reporting: the consumers are alright

29 October 2020

GAM Investments’ Swetha Ramachandran discusses Q3 results from some of world’s largest luxury brands and comments on key themes that emerged over the period.

8 min read
Investment Opinions 7 min read

Luxury’s online boom(ers)

14 October 2020

GAM Investments’ Swetha Ramachandran believes the increased uptake of online shopping by the boomer generation – particularly in the US and China – could unleash a new wave of growth for luxury e-commerce.

7 min read