Skip to main content

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

Mon avis

European Equities Blog
Biosimilars: One answer to cheaper healthcare
07 November 2025 | David Barker

The world has a healthcare cost problem - biosimilars and generics are part of the solution.

European Equities Blog
We love LLMs but we're also buying "AI Losers"
28 October 2025 | Tom O'Hara

LLMs (large language models) - which are enhanced pattern-recognition tools - do some wonderful things. We use Quartr as the AI-powered backbone of our stock research process.

European Equities Blog
Forming a Pan-European Space Champion
23 October 2025 | Tom O'Hara

Aerospace & defence giants Airbus, Leonardo and Thales combine their space businesses.

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.

My Videos

Video

Visionner

Wednesday, May 21, 2025