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Paul Markham

Paul Markham - Investment Director


Paul Markham, Investment Director, guida i team Global Growth Equities.

Paul vanta una vasta esperienza e un solido track record come gestore di portafogli azionari globali. Prima di entrare nel Gruppo a febbraio 2024, Paul è stato Head of Global Opportunities Equities di Newton Investment Management, dove ha svolto un ruolo significativo nella crescita della divisione dedicata all’azionario globale.  Durante i 25 anni di carriera in Newton, Paul ha gestito con successo una serie di strategie, tra cui Sustainable Global e European Equities, International Equities e Japanese Equities. In qualità di Head of Global Equities, Paul era responsabile della guida di un team di Portfolio Manager che gestivano un patrimonio di circa 7 miliardi di sterline. È basato a Londra.

Paul Markham

Approfondimenti

Opinioni d'investimento
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.

Opinioni d'investimento
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’.

Opinioni d'investimento
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
Divergenza a livello di mercato, settore e singolo titolo
Dicembre 2024

AZIONI GLOBALI: “L’opportunità principale sta nella selezione dei singoli titoli.”

My Videos

Video

Guarda

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

Guarda

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