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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 4 min watch

Outlook 2020: are we in a late cycle environment?

5 December 2019

We asked a number of our fund managers whether they believe we are now in a late cycle environment and what the implications are for their respective asset class.

4 min watch
Investment Opinions 7 min read

Exciting times for luxury

14 November 2019

The luxury sector is changing with the times, according to GAM Investments’ Swetha Ramachandran. She believes secular trends in the urbanised areas of emerging markets (EM), particularly in Asia, as well as evolving demographics are significantly impacting consumers’ marginal propensity to spend here, providing a tremendous boon to Western luxury brands with strong heritage and provenance.

7 min read
Weekly Manager Views 5 min read

Weekly Manager Views

8 November 2019

At GAM Investments’ Weekly Investment Meeting held on 6 November, the speakers were Swetha Ramachandran, who discussed consumer demand for luxury goods and Roberto Bottoli, who commented on the current environment for mergers and acquisitions.

5 min read
Investment Opinions 5 min watch

GAM Talks Q3 2019: What themes are you currently playing?

1 August 2019

We asked a group of our portfolio managers a series of questions about their respective asset classes. This third video, in a series of three, looks at the investment themes they are exploring.

5 min watch