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Niall Gallagher

Niall Gallagher - Investment Director


Niall Gallagher es Investment Director y responsable de la gestión de los fondos de renta variable europea de GAM Investments.

Antes de su llegada a GAM en noviembre de 2009, trabajó durante dos años en T. Rowe Price como gestor de cartera encargado de los fondos de renta variable paneuropea y de Europa continental. Previamente, trabajó durante nueve años en BlackRock gestionando las estrategias de fondos de renta variable paneuropea y de Europa continental. Comenzó su carrera ejerciendo de economista en el Banco de Inglaterra. Niall Gallagher es licenciado en Economía por la Universidad Metropolitana de Mánchester y posee un máster en Economía y Finanzas por la Universidad de Warwick, además de ser analista financiero autorizado del CFA. Reside en Londres.

Niall Gallagher

Mis reflexiones

Opiniones de inversión
Five structural trends for Europe
17 April 2024

In this video update Niall Gallagher, Investment Director, Europe Equities, discusses the key structural trends which he believes define a new investment era, reiterates why for him a style-agnostic approach to investing is essential and reveals how investors could play the artificial intelligence (AI) theme in Europe.

Outlook 2024
Outlook 2024: Niall Gallagher (European Equities)
December 2023

European Equities – We remain positive on the prospects for the European banking sector; market pricing of the stocks has failed to appreciate the sustainable nature of the increase in earnings and return on equity from a return to positive interest rates

Pensamiento activo
Active Thinking
27 September 2023

GAM Investments’ Niall Gallagher explains why he believes investors must adapt to a new global post-deflation environment, highlights how he aims to capitalise on opportunities in the new era of higher inflation and the challenging energy transition, and states his long-term positive view on the luxury sector.

Pensamiento activo
Active Thinking
07 junio 2023

En el último foro Active Thinking de GAM Investments, David Dowsett señala las cuatro cuestiones clave que seguirá con atención de cara a la segunda mitad del año. Niall Gallagher analiza una temporada de beneficios sólidos para la renta variable europea y comparte su opinión sobre el sector bancario de la región.

My Videos

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Five structural trends for Europe – Niall Gallagher
17 April 2024

Active Thinking

05:53 min watch

European Equities - Niall Gallagher
19 October 2023

Niall Gallagher shares his views on the implications of rising real bond yields and why he thinks central banks will continue to have to fight inflation rather than deflation. Niall also discusses the sheer scale of capital required to enable the energy transition, and some of the companies he believes stand to capitalise.

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GAM Star Continental European Equity
10 December 2019

My Awards

People
Three managers named FE Fund Info Alpha Managers 2023
February 2023

Anthony Smouha, CEO of Atlanticomnium S.A. and manager of GAM’s credit opportunities strategy; Niall Gallagher, manager of GAM’s European equity strategies; and Adrian Owens, manager of GAM’s global rates strategy, have been named FE Fund Info Alpha Managers for 2023.

The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history. Only the top 10% of UK managers receive this accolade.

Click here to read more about the awards.

People
GAM is proud to have once again been awarded three prestigious German Sauren Gold Medals
October 2021

Paul McNamara received his gold medal in the Absolute Return Emerging Markets segment, joined by Tim Love in the Emerging Market Equities category and Niall Gallagher for his European Equities strategy.

Find out more here.

People
Three managers awarded FE fundinfo Alpha Manager Ratings
February 2021

GAM’s Niall Gallagher and Mark Hawtin and Anthony Smouha, CEO of Atlanticomnium, have been awarded FE fundinfo Alpha Manager Ratings. The Alpha Manager Rating is a quantitative rating that distinguishes the top 10% of UK fund managers across their career history.

People
Three GAM managers win gold medals at the Sauren Golden Awards 2020
October 2020

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Tim Love and Niall Gallagher were recognised for their performance in emerging market debt, emerging market equities and European equities, respectively.