Niall Gallagher is an Investment Director responsible for fund management, portfolio construction, financial sector research and investment strategy for European equities. Prior to joining GAM in November 2009, he worked as a portfolio manager managing Continental and pan-European equities at T. Rowe Price for two years. Before that, he was at BlackRock for nine years managing both Continental and pan-European equity strategies. He began his career as an economist at the Bank of England. Niall Gallagher holds a BA in Economics from Manchester Metropolitan University, an MSc in Economics and Finance from Warwick University, and is a CFA Charterholder. He is based in London.
15 January 2019European Equities: Selectivity is key in 2019
Niall Gallagher, investment director at GAM Investments, is optimistic that 2019 will open up an array of interesting opportunities for investors, given 2018 was a challenging year for European equities.
22 November 2018European equities: much misunderstood
GAM’s investment director Niall Gallagher has been managing European equities for 20 years. Here, he gives three reasons why he believes that the asset class is much misunderstood and has more to offer than first meets the eye.
Thursday, July 19, 2018European equities: stock specific fundamentals remain key
GAM Investment's Niall Gallagher observes that there was a sector rotation within European equity markets in June which has continued into July. He outlines the drivers behind that market move and presents the reasons why he believes it will not prove a long lasting trend.
Tuesday, July 17, 2018China’s growing influence on global markets
China’s burgeoning middle class is creating huge growth in consumption in areas such as luxury goods, cars and beverages. This is having an impact not just domestically but across global markets. GAM’s investment managers discuss the part China is playing within their respective area.
Tuesday, June 05, 2018European equities to prosper despite Italian politics
The Italian economic recovery is stronger than is currently being reflected in economic data, despite recent political turmoil. GAM’s Niall Gallagher believes the outlook for the European economy remains positive and any contagion is likely to be modest
Monday, February 12, 2018The European Catch-up Trade
European equities delivered solid returns in 2017. But, as GAM Investments’ Niall Gallagher points out, performance was actually much stronger than it appears at first glance and there could be considerably more to come.
Tuesday, December 12, 20172018 Outlook – The Merits of Active Management
GAM’s investment experts share insights on how active management adds value in their specialist fields.
Tuesday, May 02, 2017GAM Investment Conference: Investing into the Future
Investors could be forgiven for being distracted by the persistent changes to the geopolitical landscape and for wondering what might happen next to cause further market uncertainty. Paying too much attention to short-term investment trends rather than the importance of longer-term investment planning can prove a costly distraction. The GAM managers give their thoughts on looking long-term for investment success.
Thursday, March 30, 2017Beware a Receding Tide
As featured in Investment Week, Niall Gallagher, Investment Director for European equities at GAM, considers the outlook for European markets.
Thursday, January 12, 2017EU Equities – Selection is Key
As featured on Investment Week, Niall Gallagher, Investment Director for European equities at GAM, explains why European companies continue to offer investors interest opportunities for returns in 2017, but warns that careful stock selection will be key.