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 21 years of financial industry experience.
Products Managed
Articles Written
Calling the bottom in European real estate
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Listed real estate: Weaker shelter inflation the additional signal needed for Fed rate cuts?
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
Hangover cure: Tapping into global growth with thematic equities
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Enabling AI: Geopolitical implications from an investment perspective
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
There’s no place like home: the residential REITs opportunity
The current attractive relative valuation opportunity and merits of residential REITs.
Enabling AI: Tailwinds for semiconductors and data centres
nVIDIA’s Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
European real estate: Are we nearly there yet?
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
“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.
Global Perspectives: Listed REITS – catalysts are in place for a re-rating
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
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.