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Niall Gallagher

Niall Gallagher - Investment Director


Niall Gallagher is an Investment Director responsible for the management of European equity funds at GAM Investments.

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.

Niall Gallagher

My Insights

Investment Opinions 5 min read

A World of Profound Change

08 June 2020

The Covid-19 crisis, combined with other shocks, has led to some significant changes and an acceleration of key trends. GAM Investments’ Niall Gallagher considers some of the themes that have been “supercharged” by the crises and how to navigate them.

5 min read
Investment Opinions 5 min read

Impact of the coronavirus on European Equities

10 March 2020

GAM Investments’ Niall Gallagher considers current the market turbulence and likens it to a temporary, but potentially severe, shock that could cause a sharp slowdown in earnings and a likely sharp acceleration on the other side – a ‘V shape’.

5 min read
Investment Opinions 9 min read

The roaring twenties: Value versus 'value traps'

6 February 2020

In their third article exploring the themes which inform their investment strategy in 2020 and beyond, GAM Investments’ Niall Gallagher and Christopher Sellers take a close fundamental look at three ‘value’ sectors which have underperformed in the last decade and ask whether there is room to be more optimistic for the future. They also assess the sustainability and continued attractiveness of the structural growth trends behind some of the best performing stocks of the last decade.

9 min read
Investment Opinions 7 min read

The roaring twenties: value and volatility

30 January 2020

In their second article exploring the themes helping them navigate European equity markets in 2020 and beyond, GAM Investments’ Niall Gallagher and Christopher Sellers examine the importance of the volatility theme in a market increasingly dominated by factor investing and question the stability of the low volatility paradigm which has been predominant for much of the last decade.

7 min read