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Paul McNamara

Paul McNamara - Investment Director


Paul McNamara, Director de Inversiones, es el gestor principal de las estrategias de bonos y divisas de los mercados emergentes, tanto de estrategias long-only como unconstrained.

Se unió a GAM Investments tras la adquisición de Augustus, una empresa especializada en renta fija y divisas, en mayo de 2009. Paul McNamara se unió a Augustus (entonces Julius Baer Investments Limited) en 1997 después de haber trabajado como economista en el departamento de Garantía de Créditos a la Exportación del Servicio Económico del Gobierno del Reino Unido. Empezó su carrera como profesor. Paul McNamara tiene un máster en Economía por la London School of Economics y es titular de la certificación CFA. Trabaja en Londres.

Paul McNamara

Mis reflexiones

Outlook 2024
Outlook 2024: Paul McNamara (Emerging Market Debt)
December 2023

Emerging Market Debt – Looking at yields, and the biggest driver – inflation and policy rates – gives us grounds for optimism

Pensamiento activo
Active Thinking: Can EM debt step out of the Dollar’s shadow in 2024?
24 November 2023

Following a tough 2022, emerging market debt has fared well so far in 2023, outperforming US government bonds and investment grade credit, particularly as some softer US data weighed on the dollar. Paul McNamara, Investment Director and lead manager on emerging market debt strategies, analyses the key factors affecting the asset class and shares his thoughts on what to look out for in 2024.

Pensamiento activo
Active Thinking
16 December 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett argues that after a busy week for central banks, we could now be moving into a different era, while Paul McNamara discusses how the situation in the US, Europe and China will shape emerging markets and the longer-term effects of reshoring.

Opiniones de inversión
Inflación elevada y subida de los tipos de interés: ¿cuál es la solución?
26 de abril 2022

Ante un entorno de inversión desafiante, pedimos a cinco de las mentes más brillantes de GAM Investments y de nuestras firmas asociadas que compartieran sus puntos de vista sobre cómo proteger las rentabilidades y diversificar los riesgos de las carteras en un mundo de inflación creciente y tipos de interés en alza.

Ver nuestras publicaciones

My Videos

Active Thinking

03:20 min watch

Emerging Market Debt – Paul McNamara
19 October 2023

In his latest video update, Paul McNamara discusses how factors in major developed markets have had a major influence on emerging market (EM) debt, how EM fundamentals differ from their developed peers and offers his outlook for the asset class.

Video

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GAM Local Emerging Bond
10 December 2019

Video Hub

My Awards

People
GAM is proud to have once again been awarded three prestigious German Sauren Gold Medals
October 2021

Paul McNamara received his gold medal in the Absolute Return Emerging Markets segment, joined by Tim Love in the Emerging Market Equities category and Niall Gallagher for his European Equities strategy.

Find out more here.

People
Three GAM managers win gold medals at the Sauren Golden Awards 2020
October 2020

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Tim Love and Niall Gallagher were recognised for their performance in emerging market debt, emerging market equities and European equities, respectively.

People
GAM managers win gold medals at Sauren Golden Awards
September 2019

Niall Gallagher, Paul McNamara and Adrian Owens were each awarded gold medals for their performance in their respective asset classes at this year’s Sauren Golden Awards.

People
Five GAM managers win Sauren Golden Awards
September 2018

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Adrian Owens, Gianmarco Mondani, Niall Gallagher and Ernst Glanzmann were recognised for their performance in their respective asset classes.

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