Upcoming events : 19 September 2024
Join Niall Gallagher, Investment Director of the GAM European Equity strategy, to explore how his team leverage key structural trends to identify high-quality, growth-orientated investment opportunities. Niall will discuss his style-flexible investment approach, which focuses on stock picking and has enabled the strategies to achieve 1st quartile performance over one, two, five, and ten years (source: Morningstar, to end July 2024).
In today’s investment landscape, European equities offer compelling opportunities, both outright and as a diversifier from global and US markets. With truly worldwide reach and attractive valuations, we believe that many European companies are well-placed to capitalise on structural trends, such as decarbonisation (and the associated capex super-cycle) amid the net zero drive. Additionally, long-term themes, such as the normalisation of interest rates and yields, rising resource prices, the growth of the Asian middle class and the global digital transformation, are creating attractive opportunities in European equities.
Discover how this active, unconstrained investment approach, combined with flexible, risk-driven portfolio construction and a robust ESG framework, positions the strategies to capitalise on opportunities in European equities.