Hi [[ session.user.profile.firstName ]]

Why Europe is not Japan

Join Niall Gallagher to find out why he believes that the factors that kept investors from Europe are dissipating:

1. Structural improvements are driving the European stock recovery
2. Austerity is coming to an end
3. A positive ‘fiscal impulse’ will support economic growth
4. Repair in the banking system is the key dynamic driving the credit impulse

Niall will also explain why it is important to look at the change in the rate of credit growth rather than credit growth or outstanding debt levels, when assessing the long-term investment potential of this region, and give an update on how he’s positioning the European equity mandates he manages at GAM.
Recorded Apr 22 2015 26 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Niall Gallagher, Investment Director, GAM
Presentation preview: Why Europe is not Japan
  • Channel
  • Channel profile
Fund portal
Our regular online sessions will include fund manager presentations, portfolio overviews and investment updates.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Why Europe is not Japan
  • Live at: Apr 22 2015 2:00 pm
  • Presented by: Niall Gallagher, Investment Director, GAM
  • From:
Your email has been sent.
or close