Skip to main content

Niall Gallagher

Investment Director
Videos Insights Events Featured Funds

Watch

Global themes and experienced teams: An interview with Paul Markham - April 2025
15 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

Watch

Julian Howard Multi-Asset Views
15 April 2025

Watch

9 April 2025

Watch

Scenario Economico Aprile 2025
7 Aprile 2025

Watch

Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025

Watch

Julian Howard Multi-Asset Views
19 March 2025

Watch

Julian Howard Multi-Asset Views
14 March 2025

Watch

Why we are positive on growth in China
11 March 2025

Steven Williams, Head of UK Distribution, talks to Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, on the opportunities she sees in Chinese companies.

Watch

Scenario Economico Marzo 2025
10 marzo 2025

Watch

Julian Howard Multi-Asset Views
27 February 2025

Watch

Julian Howard Multi-Asset Views
17 February 2025

Watch

Scenario Economico Febbraio 2025
10 febbraio 2025

Outlook 2025
Exposure to key structural growth drivers
December 2024

EUROPEAN EQUITIES: “European equities are exposed to many of the key structural growth drivers in global economies.”

Investment Opinions
Smart diversification: European equities’ role as portfolio de-concentrators
24 October 2024

With global equities more than ever dominated by US stocks and US equities themselves increasingly skewed towards the tech sector, Niall Gallagher analyses the role European equities could play as portfolio diversifiers.

Investment Opinions
Hyper Active: Targeting stock-specific risk among Europe’s global winners
13 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients. In the latest edition, we spotlight Niall Gallagher, Investment Director, European Equities.

Investment Opinions
Euro SMIDs - Are they unusually cheap versus the rest of the market?
04 July 2024

With many of the market’s biggest names powering the rally in European equities, there has been much talk over recent weeks about whether European small and mid-caps look cheap compared to their large peers. Niall Gallagher analyses the long-term structural factors at play, suggesting that, while SMIDs are attractively valued, they really are no cheaper than their larger counterparts.

Our Thinking
On Demand
GAM Alternatives - Beyond Capital Preservation
9 April 2025

GAM has a heritage of pioneering access to best-of-breed investment managers. As part of GAM’s return to our original alternatives DNA, we are excited to present this exclusive launch event, held on 9 April 2025.

View all events
Please Choose your Profile or to see relevant products
x
x

Choose Language

Cancel OK
x

Before we search

You could get more results if you let us know where you are and what type of investor you are - self-certify. Until you do this we cannot show you any fund information.

Self-certify No thanks
x

Watchlist

Please login or register to add to your watchlist.

Register
x

x

Fund Watchlist

Your watchlist has been updated.

My Funds
x

My Content

Your watchlist has been updated.

My Content
x

ds-dialog-title

Your watchlist has been updated.

x

You are now leaving the GAM Investments' website.

We are not responsible for the content or availability of linked sites.

Please click OK to continue or CANCEL to return.

OK Cancel