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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

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.

Investment Opinions
Cleared for Takeoff – Takeaways from the 2025 Paris Airshow: Growing supply chain positivity
23 June 2025 | Tom O'Hara

Europe’s aerospace sector reaffirmed its global dominance at the 2025 Paris Airshow. Bolstered by strengthened supply chains, growing aftermarket demand and rising defence budgets amid geopolitical uncertainties, GAM's European Equity team believe the aerospace sector could be a high-flying opportunity for investors seeking attractive long-term growth.

Investment Opinions
A tale of two economic futures: Germany's fiscal pivot versus US deficit spiral
12 June 2025 | Tom O'Hara

Germany’s new government, a reluctant coalition between the Christian Democratic Union of Germany (CDU)/Christian Social Union in Bavaria (CSU) and the Social Democratic Party of Germany (SPD), represents the fourth time they have teamed up in coalition since the 1990s.

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Introducing GAM Invesments' European Equities Team
May 2025

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