Finding opportunities in European equities

Niall Gallagher of GAM Investments

Nov 24, 2022

For institutional, professional investors and financial intermediaries only and not for retail or public use.

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1. Can a weaker Euro benefit a European equity portfolio?

2. Why have you increased your weighting to banks?

3. You had increased your exposure to energy companies in your portfolio – how will this play out?

4. Please give us an example of a world-class European company in your portfolio?

5. Have you got any world-class European luxury brands in your portfolio?

6. Any closing thoughts on what is likely to change and develop going forward?

Video transcript

1. Can a weaker Euro benefit a European equity portfolio?

2. Why have you increased your weighting to banks?

3. You had increased your exposure to energy companies in your portfolio – how will this play out?

4. Please give us an example of a world-class European company in your portfolio?

5. Have you got any world-class European luxury brands in your portfolio?

6. Any closing thoughts on what is likely to change and develop going forward?

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