Guy Barnard, CFA
Guy Barnard is Co-Head of Global Property Equities and a portfolio manager at Janus Henderson Investors, a position he has held since 2014. Guy joined Henderson in 2006 as an analyst and became a fund manager in 2008 and deputy head of Global Property Equities in 2012. Before Henderson, he worked for UBS in financial control.
Guy holds a first class BSc degree (Hons) in mathematics and management from Loughborough University. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.
Articles Written
Enabling AI: Tailwinds for semiconductors and data centres
nVIDIA’s Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
European real estate: Are we nearly there yet?
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
“Almost party time?” – what a change in monetary policy means for listed property
Why public REITs are poised for better times as central banks end the rate hiking cycle.
Global Perspectives: Listed REITS – catalysts are in place for a re-rating
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Has public real estate finally reached an inflection point?
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
Why didn’t WeWork?
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Public REITs for long-term property exposure
Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
Listed real estate: Taking comfort from REITs’ strong position amid challenging markets
Reasons for a more optimistic outlook for listed real estate for the remainder of the year and into 2024.
Brighter days ahead for listed property
Guy Barnard, Co-Head Global Property Equities and Matthew Bullock, EMEA Head of Portfolio Construction & Strategy, as they discuss these attributes and which subsectors are best positioned to continue to deliver earnings and dividend growth, even as economies slow.
The case for global property equities
Property equities, including listed property companies and real estate investment trusts (REITs) offer investors a liquid, diversified and low-cost way of accessing the global real estate market.
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.