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Paul Markham

Paul Markham - Director de Inversiones


Paul Markham, Director de Inversiones, dirige el equipo de Renta Variable Global.

Paul aporta a GAM Investments una amplia experiencia y una sólida trayectoria como gestor de carteras de renta variable global. Antes de incorporarse a la firma en febrero de 2024, Paul fue director de Global Opportunities Equities en Newton Investment Management, donde desempeñó un papel importante en el crecimiento de su franquicia de renta variable global. La carrera de Paul en Newton se extendió durante 25 años, donde gestionó con éxito una serie de estrategias, incluyendo Renta Variable Global y Europea Sostenible, Renta Variable Internacional y Renta Variable Japonesa. Como Director de Renta Variable Global, Paul era responsable de dirigir un equipo de gestores de carteras que supervisaban activos por valor de unos GBP 7.000 millones para clientes institucionales, particulares y patrimonios privados. Reside en Londres.

Paul Markham

Mis reflexiones

Opiniones de inversión
What disruption really means
24 April 2025

Paul Markham, Investment Director, Global Equities, talks to GAM’s Head of UK Distribution Steven Williams on how he defines disruption and the fact it can have an impact across all sectors and industries, with technology an enabler of that disruption rather than necessarily being the business of the companies in which he invests.

Opiniones de inversión
Global themes and experienced teams
17 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

Opiniones de inversión
The American Stream: Investing globally in a US-dominated stock universe
24 January 2025

GAM Investments’ Paul Markham analyses the factors behind the increased Americanisation of world equity indices. Paul also assesses how investors can best capture global stock market opportunities in an era of increased US megacap dominance.

Outlook 2025
Divergencia de valores, sectores y mercados
diciembre 2024

RENTA VARIABLE MUNDIAL: "La mayor oportunidad para nosotros es la selección individual de valores".

My Videos

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What disruption really means: An interview with Paul Markham - April 2025
April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about disruption and how he identifies investment opportunities.

What disruption really means: An interview with Paul Markham - April 2025
Video

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Global themes and experienced teams: An interview with Paul Markham - April 2025
15 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

Global themes and experienced teams: An interview with Paul Markham - April 2025