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 20 years of financial industry experience.
Articles Written
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.
Listed real estate: current re-pricing drives a more sanguine outlook for 2023
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
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.
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.
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Real estate bubbles? Chance would be a fine thing…
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.