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Paul Markham

Paul Markham - Directeur des investissements


Paul Markham, directeur des investissements, dirige le équipe Global Growth Equities.

Paul Markham apporte à GAM Investments sa vaste expérience et ses solides antécédents en tant que gérant de portefeuilles d'actions mondiales. Avant de rejoindre la société en février 2024, Paul Markham a été responsable des actions d'opportunités mondiales chez Newton Investment Management, où il a joué un rôle important dans la croissance de la franchise d'actions mondiales. La carrière de M. Markham chez Newton s'est étendue sur 25 années, au cours desquelles il a géré avec succès un éventail de stratégies, notamment les actions mondiales et européennes durables, les actions internationales et les actions japonaises. En tant que responsable des actions mondiales, Paul Markham a été chargé de diriger une équipe de gérant de portefeuille supervisant des actifs d'environ 7 milliards de livres sterling pour des clients institutionnels, de détail et de patrimoine privé. Il est basé à Londres.

Paul Markham

Mon avis

Opinions
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.

Opinions
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’.

Opinions
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
Stock, sector and market divergence
December 2024

GLOBAL EQUITIES: “The major opportunity for us is individual stock picking.”

My Videos

Video

Visionner

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

Visionner

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