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 19 years of financial industry experience.
Articles Written
Global Property: Keep Calm and Invest for the Long Term
An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.
COVID-19: Assessing the Impact on Property Markets
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Market GPS: The Outlook for Global Property Equities
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
Three Reasons Investors Should Consider Global REITs
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.
Demographics Reshape the Real Estate Landscape
Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.
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Summertime Limbo – How Low Can Yields Go?
As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.
Global Property Equities: Going the Distance
Tim Gibson shares why he is keeping a close eye on U.S. interest rates and notes that disruption is unearthing opportunities for property equities investors.