Tim Gibson
Tim Gibson is Co-Head of Global Property Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2014. He has been with Henderson, based in Singapore, since 2011. Prior to joining Henderson, Mr. Gibson was a European fund manager at AMP Capital Brookfield, where he was responsible for portfolio construction and execution of an indirect real estate fund. Before this, he worked as an analyst for Morgan Stanley on their European real estate investment team, in both London and Amsterdam, where he provided investment recommendations on property companies in the UK and Europe.
Mr. Gibson holds an MA (Hons) in economics from St. Andrews University, Scotland and received the Robert Trent Jones Scholarship to the University of Western Ontario, Canada. He has 20 years of financial industry experience.
Articles Written
Global Property Equities: Evolving for the Better into 2022 and Beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
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.
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
Inflation and Property Equities: Time to Get “Real”
A discussion of the impact of rising inflation and interest rate expectations on listed real estate.
Real Estate Bubbles? Chance Would Be a Fine Thing….
Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.
Global Real Estate: Perception Is Not Reality
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.