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Niall Gallagher

Niall Gallagher - Investment Director


Niall Gallagher è un Investment Director ed è responsabile per la gestione dei fondi azionari europei di GAM Investments.

E’ entrato in GAM a novembre 2009. In precedenza aveva lavorato per due anni come gestore di portafoglio di azioni paneuropee e dell’Europa continentale presso T. Rowe Price. Ancor prima, Niall aveva lavorato per nove anni presso BlackRock, dove era analista d’investimento, prima di gestire le strategie azionarie sia dell’Europa continentale sia paneuropee. Ha iniziato la sua carriera come economista presso la Banca d’Inghilterra. Niall Gallagher ha conseguito un BA in Economia presso la Manchester Metropolitan University, un MSc in Economia e finanza presso la Warwick University ed è un analista finanziario certificato CFA. Il suo ufficio ha sede a Londra.

Niall Gallagher

Approfondimenti

Opinioni d'investimento
Cinque tendenze strutturali in Europa
17 aprile 2024

In questo video Niall Gallagher, Investment Director, Europe Equities, illustra le principali tendenze strutturali che, a suo giudizio, delineano una nuova era per gli investimenti e ribadisce l’importanza di un approccio d’investimento non vincolato a uno stile. Spiega inoltre in che modo gli investitori possono sfruttare il tema dell’intelligenza artificiale in Europa.

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

Azionario Europa: le prospettive restano positive per il settore bancario europeo; i prezzi delle azioni sul mercato non riflettono la sostenibilità dell’aumento degli utili e del ROE, a fronte del ritorno a tassi di interesse positivi.

Active Thinking
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.

Active Thinking
Active Thinking
07 June 2023

At GAM Investments’ latest Active Thinking forum, David Dowsett highlights the four key issues he will be watching going into the second half of the year. Niall Gallagher discusses a strong earnings season for European equities and shares his thoughts on the European banking sector.

My Videos

Video

Guarda

Five structural trends for Europe – Niall Gallagher
17 April 2024

Active Thinking

05:53 secondi

European Equities - Niall Gallagher
19 ottobre 2023

Niall Gallagher illustra le implicazioni dell’aumento dei rendimenti obbligazionari reali e il motivo per cui crede che le banche centrali continueranno a dover lottare contro l’inflazione più che la deflazione. Valuta inoltre la portata dei capitali necessari per la transizione energetica e passa in rassegna alcune delle società che, secondo lui, ne beneficeranno.

Video

Guarda

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.