Tim Gerrard

Tim Gerrard is a Portfolio Manager on the Global Natural Resources Team at Janus Henderson Investors, a position he has held since 2019. He joined the firm as a senior investment analyst in 2015, when Henderson acquired 90 West Asset Management. Prior to 90 West, Tim worked for Lonsec Securities conducting sell-side research targeted to the institutional market. He had previously been employed in a similar role at both Investec Securities and Austock Securities with research targeted to Australian and global institutions. Before Austock Securities, he held stock broking positions at North Securities, Potts West Trumbull, Pru Bache, and BNP Paribas. Tim started his career as a project approvals accountant with BP Oil Exploration before becoming a trainee mining engineer with Hamersley Iron in Western Australia.
Tim received bachelor of commerce and bachelor of mineral technology degrees (Hons) from the University of Otago. He later studied auditing, tax, trusts, and estate planning at Victoria University of Wellington. He also holds the Quarry Managers Certificate from the Department of Mines, Western Australia. Tim has 43 years of financial natural resources experience.
Articles Written

Avoided emissions – the benefits of tracking a climate positive metric on the path to net zero
Importance of avoided emissions and the implications for investors.

Is the answer to CO2 emissions beneath our feet?
To meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions and carbon capture, utilisation and storage is one solution gaining significant traction.

Could sustainable buildings help get us to net zero?
Multiple structural shifts are underway across the built environment as it undergoes rapid transformation to reduce its carbon intensity.

Can we feed the planet and still hit net zero?
In an urgent bid to address the agriculture sector’s carbon footprint, while balancing the needs of feeding the global population, a wave of innovative solutions and technologies are quickly emerging.

Investing in the EV revolution
As the push to electrify vehicles steps up, demand for the minerals required to build them is set to intensify.

Is green hydrogen a net zero game-changer?
The global race to decarbonise is driving strong investment into green hydrogen projects. As a renewable energy source, could this humble molecule prove to be a game-changer in achieving net zero by 2050?

Net zero: A once-in-a-lifetime investment opportunity?
The global commitment to net zero emissions by 2050 is gaining momentum, and investment in innovation will be vital to achieving it. This transition represents a multi-decade investment opportunity as the world targets a net zero future.