Exposure of European company revenues

"This structural trend in Asia, particularly China and India, is one which European companies have increasingly grown exposure to over the past three decades."

Niall Gallagher, Investment Director, European Equities

GAM Investments, GAM Active Equity Series: Innovative Alpha Generation, 21 September 2021

Exposure of European company revenues:

am active equity series chart 1

Source: Redburn, June 2021. Past performance is not a reliable indicator of future results or current or future trends. For illustrative purposes only.

The text and chart are an excerpt from the report dated 21 September 2021, GAM Active Equity Series: Innovative Alpha Generation.