Niall Gallagher

Niall Gallagher - Investment Director


Niall Gallagher, Investment Director, is responsible for the management of European Equity funds.

Prior to joining GAM Investments 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 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. 

Niall Gallagher

My Insights

Investment Opinions

8 min read

2022 Outlook
22 December 2021

GAM and partner managers provide their outlook for 2022 for their respective asset classes. They cite energy transition, rising interest rates, the Asian emerging middle class, the strength of the European banking sector, demand / supply imbalance and of course the Omicron variant of Covid-19 as among the things to watch out for in the coming year.

Investment Opinions

8 min read

Preparing for a new investment paradigm
11 November 2021

GAM Investments’ Niall Gallagher believes economies and markets are undergoing a regime change towards an environment of more volatile growth and durable inflation. The implications of such as shift would be complex and overlapping. Against such a backdrop, he believes consistent equity market alpha generation requires true flexibility and agility.

Investment Opinions

5 min read

GAM Active Equity Series: Innovative Alpha Generation
21 September 2021

On 14 September, GAM Investments hosted the first of our GAM Active Equity Series events titled ‘Innovative Alpha Generation’. Three of our investment experts, Jian Shi Cortesi, Mark Hawtin and Niall Gallagher, discussed the impact of Chinese / Asian consumer growth on equity markets and also the ever-more pressing agenda for global decarbonisation.

Weekly Manager Views

5 min read

Weekly Manager Views: Equities
25 June 2021

At GAM Investments’ latest Equities Meeting, held on 22 June, our managers shared their thoughts on the recent corporate activity in the UK, the strength of European equities and the recent correction in China.

My Videos

Quarterly Manager Videos

1:53 min watch

European Equities - Niall Gallagher
09 May 2022

Niall Gallagher takes a look at the beneficiaries of higher inflation, the strong Q1 company results emerging and which areas can potentially outperform in a rising rate environment.

Quarterly Manager Videos

2:45 min watch

European Equities - Niall Gallagher
21 January 2022

Niall Gallagher describes 2021 as the year of recovery, believes 2022 could be more complex than last year given the inflation outlook and favours idiosyncratic opportunities exposed to structural growth trends such as decarbonisation.

Quarterly Manager Videos

3:38 min watch

European Equities – Niall Gallagher
18 September 2021

Niall Gallagher reflects on strong corporate results, points to the likelihood of more persistent inflation and highlights his bullish stance on stocks in the energy sector.

Video

Watch

GAM Talks Outlook 2021 - What worked well in European Equities in 2020
1 January 2021