About Vanessa
Vanessa Sinclair joined as a fund manager in 2025, having previously led the equity investment specialist group at GAM. Prior to GAM, she managed equity product at 1859 Capital, a collaborative multi-asset hedge fund. Vanessa began her career at Mercury Asset Management as a portfolio manager on the Emerging Markets team and has also held various roles at Morgan Stanley. She is a graduate of the London School of Economics.
Latest insights
David Goodman
As big as AI? Weight loss drugs set to disrupt multiple sectors
The growth of weight-loss drugs, which have reached $22.5 billion of annualised sales, will have repercussions for other industries. David Goodman examines which industries are likely to be disrupted and which will benefit economically.
Ewan Thompson
India: digital innovation drives grocery retail
Following his recent trip to Mumbai, Ewan Thompson reports on the rapidly expanding Indian quick commerce market, how many players can prosper and the best way for investors to benefit.
Mark Hawtin
2025 Outlook: where to invest in a more uncertain world
Following President Trump’s tariffs announcements and the subsequent market volatility, Mark Hawtin discusses potential investment strategies from here.
Mark Hawtin
Q1 2025 comment
Mark Hawtin explains why the first quarter of 2025 was like the start of 2022 and why diversification has proved valuable since the start of the year.
Mark Hawtin
Is the auto industry heading the way of flat screen TVs: cheap and commoditised?
Chinese consumer electronics makers have rapidly become leading players in EV manufacturing. Mark Hawtin discusses how they have achieved this and what this means for the outlook for the industry and western manufacturers.
Mark Hawtin
What Trump’s tariffs mean for finding equity winners
Trump’s tariffs will have far-reaching and many unintended consequences, including cost problems for iconic US brands, and no one knows what will come next. Mark Hawtin, however, explains why the very strong reactions from stock markets are already showing how active managers will be able to find equity winners.
