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Articles
- SharkNinja: Disruption with chips
- An active approach to global equities is key
- Hey Shrewd – Why US Equity Portfolios Should Emulate The Beatles
- Thematic Thoughts: Geopolitics and Green Economy Disruptions in Asia Pacific
- Q2 Multi asset perspectives: American (H)edge
- Euro SMIDs - Are they unusually cheap versus the rest of the market?
- The Private Innovation Economy
- Don’t overthink the US election
- Decarbonising Europe - how net zero is energising European equities
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Investment Opinions
Euro SMIDs - Are they unusually cheap versus the rest of the market?
04 July 2024
With many of the market’s biggest names powering the rally in European equities, there has been much talk over recent weeks about whether European small and mid-caps look cheap compared to their large peers. Niall Gallagher analyses the long-term structural factors at play, suggesting that, while SMIDs are attractively valued, they really are no cheaper than their larger counterparts.
Investment Opinions
Decarbonising Europe - how net zero is energising European equities
06 June 2024
Delivering on net zero commitments by 2050 will be very challenging, affecting every industry and requiring vastly more resources than many policymakers appreciate, or will admit to their electorates. But for investors, the ambitious drive towards decarbonisation is presenting compelling opportunities across a range of European companies.
Investment Opinions
European banks: Finally, investors give credit where it’s due
25 April 2024
European banking stocks have delivered impressive returns so far in 2024 (+16.7%* for the sector). Niall Gallagher assesses the factors behind the gains, and explains why he is retaining heavy overweight exposure to European banks.
Investment Opinions
Five structural trends for Europe
17 April 2024
In this video update Niall Gallagher, Investment Director, Europe Equities, discusses the key structural trends which he believes define a new investment era, reiterates why for him a style-agnostic approach to investing is essential and reveals how investors could play the artificial intelligence (AI) theme in Europe.
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