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, Tim 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.
Tim 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 24 years of financial industry experience.
Products Managed
Articles Written
Property Equities: “What’s going on? Anyone? Anyone?”
Key considerations for property equities investors amid the current market turmoil.
Listed real estate: Navigating the turbulence
An update on the listed real estate sector amid market uncertainty.
JH Explorer in Hong Kong: A bumpy landing for residential property
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Listed property: built for longevity
Investment team’s personal insights on being long-term investors in the listed real estate space.
Let’s go! Is it time for property equities to shine?
The Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
Japanese property: a great turnaround story has legs
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
There’s no place like home: the residential REITs opportunity
The current attractive relative valuation opportunity and merits of residential REITs.
“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.
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.