Guy Barnard, CFA
Guy Barnard is Co-Head of Global Property Equities at Janus Henderson Investors, a position he has held since 2014. He is also a Portfolio Manager responsible for managing the Global Real Estate Equity and Global Property Equity strategies. Guy joined Henderson in 2006 as an analyst and became a portfolio 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 20 years of financial industry experience.
European listed property: rebuilding risk premium
Reasons for the weakness in European property equities this year and how much this has already been priced into the market.
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.
Private vs. listed property pricing disconnect signals opportunities
A dispersion in returns between private and public real estate is strengthening the case for listed property.
Lessons learned: listed REITs’ more prudent approach to leverage
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Global property: durable cash flows more important than ever
Pricing power in real estate is a key differentiator in uncertain times.
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
How is global real estate faring amid inflation and growth concerns?
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Global Perspectives Podcast: How much is stagflation a concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
A Foundation for Growth: Property Equities as a Solution for Investors in 2022 and Beyond
Guy Barnard, Co-Head of Property Equities, covers the key takeaways from 2021 and considerations going into 2022.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
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.