This site uses cookies

To give you the best possible experience, the GAM website uses cookies. You can read full information of our cookie use here. Your privacy is important to us and we encourage you to read our privacy policy here.

OK

Swetha Ramachandran

Swetha Ramachandran - Investment Manager


Swetha Ramachandran, Investment Manager, 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
13 September 2021

At GAM Investments’ latest Active Thinking Forum, three of our brightest investment minds discussed the drivers behind policy change in China, Japanese equities and political change in the country and why the recent correction in luxury equities may present a buying opportunity.

Investment Opinions

12 min read

Digital luxury: A conversation with Karinna Nobbs – part two
21 July 2021

GAM Investments’ Swetha Ramachandran recently interviewed Karinna Nobbs – a digital visionary and academic specialising in the rapidly evolving fashion space. Karinna recently co-founded The Dematerialised - an experiential marketspace for digital fashion including a white label operating system for the creation and trading of non-fungible tokens (NFTs). In the second and final part of their conversation, Swetha and Karinna discuss how traditional brands view digital fashion, current barriers to entry as well as the influence of gaming culture and blockchain initiatives.

Investment Opinions

9 min read

Digital luxury: A conversation with Karinna Nobbs – part one
15 July 2021

GAM Investments’ Swetha Ramachandran recently interviewed Karinna Nobbs – a digital visionary and academic specialising in the rapidly evolving fashion space. Karinna recently co-founded The Dematerialised - an experiential marketspace for digital fashion including a white label operating system for the creation and trading of non-fungible tokens (NFTs). In part one of their discussion, Swetha and Karinna discuss the history of digital fashion, its growing appeal and the diverse set of consumers involved.

Investment Opinions

6 min read

Digital luxury: The revolution will be tokenised
11 June 2021

Swetha Ramachandran, Investment Manager, Luxury Brands, lifts the lid on the fascinating world of digital luxury. As the expansion of the ‘metaverse’ blurs the boundaries between the physical and the virtual, investment opportunities are being created.

My Videos

Quarterly Manager Videos

2:45 min watch

Luxury Equities - Swetha Ramachandran
16 July 2021

Swetha Ramachandran highlights the unleashing of pent-up demand as economies start to re-open, the recovery of some subcategories which were hard hit by Covid-19 and her view that e-commerce will continue to thrive in the luxury sector.

Video

Watch

Outlook 2021
23 December 2020

Event Series

40 min watch

GAM UK 2020 Event Series - GAM Luxury Brands Fund
20 May 2020