GAM's Active Thinking 19 April 2024

Five Structural trends for Europe

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.

In recent months, Japanese equities have surged to all-time highs, fuelled by factors including corporate reforms and foreign inflows. Now, what lies ahead? Ernst Glanzmann, Investment Director, Japan Equities, examines the current landscape, where growth expectations continue to ride high.

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