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Articles
- European banks: Finally, investors give credit where it’s due
- The key role of commodities
- Five structural trends for Europe
- Yes, we really could go on like this
- 2024 Proxy Season: Key themes
- Q1 Multi asset perspectives: A new era?
- European Bank AT1s – Back to business
- Take some wins, hold your nerve and sail close to the wind
- Emerging market equities: Unleashing potential
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GAM Investment Academy
At GAM Investments we believe our job is to not only help clients achieve their investment goals, but to have a better understanding of the investment environment. As we attempt to meet these aims, we are constantly challenging ourselves to dig deeper and seek new ideas to make a difference and consider how best to communicate them.
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.
