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 22 years of financial industry experience.
Articles Written
Sleeping easy: a constructive outlook for residential real estate
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
Listed real estate: Navigating the turbulence
An update on the listed real estate sector amid market uncertainty.
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.
Enabling AI: Geopolitical implications from an investment perspective
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
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.
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.