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 23 years of financial industry experience.
Articles Written
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.
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.