Skip to main content

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

European Equities Blog
European banks: The new AI winners?
03 July 2026 | David Barker

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it?

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.

My Videos

Video

Watch

Introducing GAM Invesments' European Equities Team
May 2025

Introducing GAM Invesments' European Equities Team