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Niall Gallagher

Investment Director
Videos Visión de mercado Fondos destacados

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Wednesday, April 17, 2024

06:26 min watch

Sunday, October 17, 2021

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Monday, January 1, 0001

Outlook 2025
Exposición a los principales motores del crecimiento estructural
diciembre 2024

RENTA VARIABLE EUROPEA: "La renta variable europea está expuesta a muchos de los principales motores estructurales del crecimiento de las economías mundiales".

Opiniones de inversión
Smart diversification: European equities’ role as portfolio de-concentrators
24 October 2024

With global equities more than ever dominated by US stocks and US equities themselves increasingly skewed towards the tech sector, Niall Gallagher analyses the role European equities could play as portfolio diversifiers.

Opiniones de inversión
Hyper Active: Targeting stock-specific risk among Europe’s global winners
13 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients. In the latest edition, we spotlight Niall Gallagher, Investment Director, European Equities.

Opiniones de inversión
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.

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