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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 2025
Preparados para desplegar activos cuando los precios sean más atractivos
Diciembre 2024

DEUDA DE MERCADOS EMERGENTES: "La mayor oportunidad es que en los ME las valoraciones de la deuda en moneda local parecen extremadamente atractivas".

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.

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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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