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David Barker

David Barker - Investment Manager


David Barker, Investment Manager, is responsible for the management of European Equity funds at GAM.

Before joining GAM Investments in May 2025, he was a Research Analyst on the European Equities Team at Janus Henderson Investors, a position he had held since 2021. Prior to this, he was Research Analyst specialising in Aerospace & Defence and Industrials at Bank of America Merrill Lynch, where he started in 2017. David graduated with a BA degree in History from Somerville College, University of Oxford. He is based in London.

David Barker

My Insights

European Equities Blog
(EU)reka!? Our take on the new Gold Rush
21 October 2025 | Tom O'Hara

The gold mining industry is looking like a magic money printing machine, but with more convincing fundamentals than that other contemporary instant money hack: AI-partnership announcements...

European Equities Blog
Cautious on the consumer but sportswear can earn its stripes
10 October 2025 | Tom O'Hara

We have generally been cautious on consumer exposure as many companies prioritised short-term profitability over brand positioning during the last five years.

Investment Opinions
Power surge
01 September 2025 | Tom O'Hara

As geopolitical tensions underscore energy security and the relentless rise of AI drives soaring electricity demand, nations face a pivotal moment to rise to the challenges. GAM’s European Equities team – Tom O’Hara, Jamie Ross and David Barker - believe this presents unprecedented investment opportunities in areas such as power infrastructure.

Investment Opinions
Pricing fatigue: First the consumer, now signs of deterioration elsewhere?
11 August 2025 | Tom O'Hara

Europe’s consumer slowdown is deepening as pricing fatigue spreads across sectors once deemed resilient, says GAM Investments’ European Equities team.

My Videos

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Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team