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David Barker

David Barker - Investment Manager


David Barker, Investment Manager, 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
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.

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.

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.

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.

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Wednesday, May 21, 2025

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