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David Barker

David Barker - Investment Manager


David Barker ist als Investment Manager bei GAM für das Management europäischer Aktienfonds verantwortlich.

Bevor er im Mai 2025 zu GAM Investments kam, arbeitete er seit 2021 als Research Analyst im European-Equities-Team von Janus Henderson Investors. Zuvor war er als Research Analyst mit Spezialisierung auf Luft- und Raumfahrt, Verteidigung und Industriewerte bei Bank of America Merrill Lynch tätig, wo er 2017 anfing.

David Barker hat einen BA-Abschluss in Geschichte vom Somerville College der University of Oxford. Er ist in London ansässig.

 
David Barker

Meine Insights

European Equities Blog
Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain
12 March 2026 | Tom O’Hara

The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong.

European Equities Blog
Droid Age: Investing for the coming AI humanoid revolution
10 March 2026 | Jamie Ross

AI has largely dominated market sentiment since the ChatGPT moment in November 2022. Investors' views on the likely winners and losers have oscillated dramatically over the past couple of years, with an ever-changing and expanding list of companies deemed to be at risk from the rise of AI.

European Equities Blog
Davos 2026: Hard Truths, Hard Power
30 January 2026 | David Barker

Davos 2026: Reinforcing the Case for European Real Assets and Strategic Equities

European Equities Blog
Make Europe Relevant Again
14 January 2026 | David Barker

Trump's Venezuela gambit reaffirms Europe’s geopolitical impotence. But it could reward European companies’ strengths.

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Wednesday, May 21, 2025