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David Barker

David Barker - Gestionnaire des investissements


David Barker, Gestionnaire des investissements, est responsable de la gestion des fonds d'actions européennes chez GAM.
Avant de rejoindre GAM Investments en mai 2025, il était analyste de recherche au sein de l'équipe des actions européennes de Janus Henderson Investors, poste qu'il occupait depuis 2021. Avant, il était analyste de recherche spécialisé dans les secteurs de l'aérospatiale et de la défense et des produits industriels chez Bank of America Merrill Lynch, où il a débuté en 2017. David est titulaire d'une licence en histoire du Somerville College de l'Université d'Oxford. Il est basé à Londres.
David Barker

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European Equities Blog
Europe’s HALO effect: Finding resilience after a tough geopolitical summer
08 October 2026 | David Barker

Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to USD 70 per barrel before rapid re-escalation took prices back above USD 100, reigniting inflation fears.

European Equities Blog
Beyond SpaceX: The overlooked European companies benefitting from the global space boom
04 June 2026 | David Barker

The excitement surrounding a potential SpaceX IPO has triggered a rush into anything linked to the space economy.

European Equities Blog
What has Iran changed, if anything?
07 May 2026 | Tom O'Hara

Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.

European Equities Blog
The New Energy Order - the thematic embrace of Oilfield Services
15 April 2026 | Tom O'Hara

Thematic Baskets are an important part of risk management frameworks; newly emerging themes can quickly change the nature of relationships between stocks and sectors, in a way that traditional multi-factor risk models are slow to capture.

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Wednesday, May 21, 2025