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.
25 April 2019GAM Talks Q2 19: Navigating current market conditions
We asked a group of our portfolio managers a series of questions about their respective asset classes. This final video, in a series of three, asks them to discuss how they are approaching the current market environment in terms of investment themes
11 April 2019GAM Talks Q2 19: Why should investors consider your asset class?
We asked a group of our portfolio managers a series of questions about their respective asset classes. This first video, in a series of three, examines their current outlook and why investors should consider their asset class.
9 April 2019Retail: Where next?
In recent years, the retail sector has undergone a major structural change owing to the rise of internet shopping and consumers engaging in new ways to shop. Some of GAM Investments’ fund managers discuss the select opportunities that exist within retail sector as its evolution continues.
5 April 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 03 April 2019 the speakers were Michael Biggs, who provided a macro overview, Niall Gallagher, who outlined some of his areas of focus within the European equity arena, and Tim Love, who explained why he continues to feel optimistic about the outlook for Emerging Market equities.
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.