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Flavio Cereda

Flavio Cereda - Director de Inversiones


Flavio Cereda Director de Inversiones, codirige la estrategia de GAM Luxury Brands y forma parte del equipo de Renta Variable Europea dirigido por Niall Gallagher.
Antes de incorporarse a GAM, Flavio fue Director de Investigación de Bienes de Lujo en Jefferies International durante seis años. Su experiencia previa también incluye 11 años en Bank of America Merrill Lynch, donde fue Managing Director EMEA Equity Research, y cinco años en Lazard Capital Markets, donde fue Director de Investigación. Posee un profundo conocimiento de las marcas, sus cadenas de suministro, distribuidores y minoristas en todos los mercados, así como una visión del sector basada en un seguimiento plurianual de las tendencias en las redes sociales. Flavio es licenciado por la London School of Economics & Political Science (LSE). Tiene su sede en Londres.
Flavio Cereda

Mis reflexiones

Opiniones de inversión
A tale of two cities: Luxury market trends in Hong Kong and Shanghai
22 October 2024

Flavio Cereda, Investment Manager, Luxury Equities at GAM Investments, shares his latest insights on the luxury sector, following a 10-day visit to two major cities in China.

Opiniones de inversión
Hyper Active: Why active investment strategies can leave passive approaches lagging
5 September 2024

As an asset management group with a 40-year heritage, we invest our clients’ capital using active strategies across asset classes. In our Hyper Active series, we showcase GAM managers adding real value for investors. The first piece features Flavio Cereda discussing active management in the luxury sector and how it can exploit stock performance dispersion.

Pensamiento activo
Active Thinking: Top of the Luxury Pyramid
26 April 2024

Flavio Cereda, Investment Manager, Luxury Equities, highlights the polarisation within the luxury sector, defines what he calls the ‘luxury pyramid’ and discusses two of the stocks that he feels exemplify the top of the pyramid.

Opiniones de inversión
LVMH 2023 results: What could they mean for the luxury sector?
05 February 2024

While LVMH’s latest results spark hope for a sales recovery across the luxury sector, Flavio Cereda, Investment Manager, Luxury Equities, discusses their implications and the growth normalisation.

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