EUROPEAN EQUITIES: “European equities are exposed to many of the key structural growth drivers in global economies.”
Opinions
13 Min de Lecture
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.
Opinions
7 Min de Lecture
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.
Opinions
14 Min de Lecture
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.