Our People
Amy Xie Patrick
Head of Income Strategies
Income & Fixed Interest
About Amy
Amy is the Head of Income Strategies at Pendal. As part of her role, Amy provides investment research, strategy and asset allocation insights that can be leveraged off for a wide range of fixed interest products managed within the team. Amy joined Pendal in 2017, bringing extensive global experience in credit, high yield, rates and emerging markets. Prior to that, Amy was a Fund Manager with F&C Asset Management in the UK, running a suite of credit and income portfolios. Her market experience began in 2004 as a market-maker in emerging market fixed income securities with Citigroup Global Markets in London. Amy holds an honours degree in Economics from Cambridge University.
Income & Fixed Interest Team
George Bishay
Oliver Ge
Steve Campbell
Tim Hext
Murray Ackman
Anna Hong
Lachlan Fursman, CFA
Terry Yuan
Recent articles by Amy
- Fixed income: Pendal’s 2024 outlook for bonds, credit and cash
- Fixed income: Are bonds ready to do their job again?
- Income and Fixed Interest weekly wrap with Amy Xie Patrick
- Amy Xie Patrick: An investor’s guide to the outlook for US and China
- Pendal profile: Meet our head of income strategies Amy Xie Patrick
- Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income
- Rates, China, Trump: Pendal’s Amy Xie Patrick on the trends that will shape 2025
- Amy Xie Patrick: How to replace hybrids as they disappear from income portfolios
- Amy Xie Patrick: How to manage fixed income portfolios in a turning-point year
- Fast podcast: Why China is hesitating on stimulus – and what’s likely to happen next
- Fast podcast: How a weaker China could be good for bonds
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Amy Xie Patrick: Prepare for likely recession with long-duration bonds
- The signals that will bring interest rate hikes to an end
- Amy Xie Patrick: Why it’s a myth that you shouldn’t buy bonds in a hiking cycle
- AMY XIE PATRICK: China’s going lower on rates. Here’s what it means for investors
- FAST PODCAST: How the China slowdown is affecting Aussie investors
- FAST PODCAST: Not all income funds are well positioned for rising bond yields
- Get ready as China edges away from zero-Covid policies
- FAST PODCAST: Where bond yields are heading and what it means for investors
- FAST PODCAST: How to manage fixed income amid rising inflation in 2022
- FAST PODCAST: What it means for investors if China accepts slower growth
- Amy Xie Patrick: Fixed income investing in a zero-rate world
- Understanding US-China tensions
- Can the Yuan offset the pain?
- RMB – A position of strength
- Degustation or decompression for credit investors?
About James
James has nearly 24 years’ experience leading emerging markets funds, and throughout his career has been responsible for over 14 mandates with peak FUM of over $4bn. He previously headed the emerging market investment teams at SG Asset Management and most recently Baring Asset Management, where he managed numerous strategies with his colleague Paul Wimborne. He has also worked with Henderson Investors as a portfolio manager and with H Clarkson as an analyst. James is a CFA Charterholder and obtained a Bachelor of Arts (Geography) with honours from the University of Cambridge.
Emerging Markets Team
Paul Wimborne
Ada Chan
Funds managed by James
Recent articles by James
- Emerging markets: Why Korea requires caution despite strong recent performance
- The positive feedback loop we’re expecting to see in emerging market economies
- ‘Emerging markets crisis’? That’s a wildly overstated view, say our experts
- Emerging markets: Which countries are best-suited to these market conditions
- Samir Mehta: The role reversal driving equities in China and India
- Why our emerging markets team believes the asset class could be entering a bull market
- Why our emerging markets team remains ‘zero-weighted’ on the Philippines
- Samir Mehta: A stealth bull market in China means it’s time to revisit Asian equities
- Emerging markets: Why India is at risk of an extended down-cycle
- Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
- Samir Mehta: How luxury stock Prada is making a fashionable comeback
- Samir Mehta: Tune in to Tencent Music if you’re looking for a hidden gem
- Emerging markets: What we learned from one of the biggest election years ever
- Emerging markets: China’s property industry is responding to stimulus
- Emerging markets: Brazil and China buoyed by monetary surprises
- Emerging Markets: Where to look for investment opportunities in Asia
- Emerging markets: Why China is unlikely to face a Japanese-style ‘lost decade’ despite its cloudy outlook
- Global market volatility should be positive for stocks in some emerging markets
- Emerging markets: The drivers creating conditions for stronger returns
- Emerging Markets: Mexico and Brazil could benefit from bigger-than-expected rate cuts
- How the biggest election year in global history will affect emerging markets investors
- Not just cricket: Why our emerging markets experts like India
- Emerging markets: UAE’s journey from desert sands to investment oasis
- Emerging markets: Where to hunt for opportunities in China
- Emerging markets: where else to look in Asia while China remains weak
- Emerging Markets: Why Dubai and Abu Dhabi should be more than just a stopover
- Emerging markets: Brazil is set up for a classic virtuous cycle
- Emerging markets: Look past commodity exports to countries with strong domestic demand
- Capital inflows and caipirinhas: Brazil’s sunny outlook
- Emerging markets aren’t so different to us – but you’ve got to pick the right ones
- Emerging Markets: How elections in Thailand and Turkey affect investors
- Emerging Markets: Take care with Asian tech leaders such as Korea and Taiwan
- Emerging Markets: December quarter shows positive signs after a challenging 2022
- How a weaker US dollar could benefit Emerging Markets investors in 2023
- Why advanced economies such as South Korea are classed as emerging markets
- Emerging Markets: Why some investors may benefit more than others as the tide turns
- Signs of improvement for two big factors that drive Emerging Markets
- Beijing is changing policy on Covid and property. Is this bottom for China stocks?
- Thinking about Chinese stocks? Read this country-level analysis first
- Why our Emerging Markets managers aren’t worried about Brazil’s lean to the left
- Why we’re seeing a change in leadership among Emerging Markets countries
- Emerging Markets give us clues to the strength of the global economy
- EM Spotlight: How the interest rate hike cycle will impact Emerging Markets
- Emerging markets: Watch out for secondary effects from Ukraine invasion
- How inflation and rates expectations are affecting Emerging Markets
- Emerging Markets: Why Indonesia is looking good right now
- Emerging markets: Countries likely to weather the storm
- Emerging Markets: It’s time to look south of the border
- Emerging Markets: Is it time to invest in China again?
- Emerging Markets: where to find growth in a volatile world
- Emerging markets look well placed to weather hike cycle
- How Emerging Markets investors should approach China now
- What the Russia-Ukraine crisis means for Emerging Markets investors
- Emerging Markets: Look closely for hidden strengths in India, Mexico
- Emerging Markets: Which countries are burning brightly as energy prices climb
- Short-term cycles are a hallmark of Covid
- What Coronavirus means for emerging markets investors
- Emerging Markets spotlight: Thailand
- Challenging global environment is great for country-level opportunities
- Someday, this war’s going to end
- Trade war trade-offs in EM
- A slowing cycle still draws opportunities
- Retaining confidence in Mexico
- Conditions for EM ex-China looking up
- Parastatal paralysis
- Korea’s corporate revolution
- Buying up in Dubai
- Video update: Positioning for an upturn in emerging markets
- Dovish Fed should boost emerging markets
- Playing the waiting game on China
- EM: enticing valuations suggest a better year ahead
- Quarterly video update: Is value developing in emerging markets?
- Brazil, Mexico: case studies in country selection
- Confronting the Dragon
- Economic brutality: Argentina and Brazil
- USD and oil: EM quarterly video update
- Case studies: the role of currency in valuing EMs
- Macro-driven stock opportunities in Chinese oil
- Pressure mounts on EM bond proxies
- Oil, USD drives fresh EM divergence
- Leadership matters in emerging markets
- Update on Russia
- Valuation dispersion in emerging markets exudes opportunities
- Ramaphosa no sure cure for South Africa
- Nothing can out-run its fundamentals forever
- The Koreas: recent developments are not new risks
- Tencent’s value surpasses Facebook
- India: a coiled spring
- South Korea: opportunities within
- How we assess currency valuations in emerging markets
- India’s credit cycle challenges
- China’s watchdogs weigh in on debt
- Our current views on emerging markets
James Syme
Senior Fund Manager, JOHCM
Emerging Markets
About Jim
Drawing on over 24 years’ experience investing in top-performing Australian companies and a background in accounting, Jim manages our Long/ Short Fund and manages our Imputation Fund. He previously managed a number of funds for Colonial First State. Prior to this he worked at Arthur Andersen in a variety of audit, advisory and corporate finance roles. Jim holds a Bachelor’s degree in Economics (Accounting and Finance). He is a Chartered Accountant with membership of the Australian Institute of Chartered Accountants.
Australian Equities Team
Crispin Murray
Anthony Moran
Damien Diamant
Brenton Saunders
Graeme Petroni
Julia Forrest
Julia Maksymow
Lee Ma
Lewis Edgley
Patrick Teodorowski
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Rachel Folder
Jack Gabb
Funds managed by Jim
Recent articles by Jim
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving the ASX this week
- Jim Taylor: What’s driving the ASX this week
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving the ASX this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week?
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Brenton Saunders: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Crispin Murray: What’s driving ASX stocks this week
- Crispin Murray: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- What we’ve learned from ASX reporting season so far
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
- Jim Taylor: What’s driving ASX stocks this week
Jim Taylor
Portfolio Manager
Australian Equities
About Julia
With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, Julia has managed our property trust portfolios for over a decade. Before joining the company, she worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch, where she was a highly rated analyst. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
Jim Taylor- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Julia
Recent articles by Julia
- Julia Forrest: What’s driving Aussie equities this week
- What’s driving Aussie equities this week
- FAST PODCAST: The investment outlook for Aussie REITs
- FAST PODCAST: Speedy shoppers are buying more but not hanging around for long
- Why self storage could be a good place to stash some cash
- Julia Forrest: Retail and industrial lead the way in A-REIT sector
- Office property opportunities can still be found as work-from-home tensions play out
- Re-landscaping the REIT sector
Julia Forrest
Portfolio Manager
Australian Equities
About Julia
Julia is responsible for the development of risk, optimisation and portfolio management tools for equity. She has over 19 years’ industry experience, previously holding analyst positions with JP Morgan and Macquarie. Julia is a CFA Charter holder and obtained a Bachelor of Economics from the University of Sydney.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Recent articles by Julia
- Unemployment’s up. Is it just noise or a sign of things to come?
- Tim Hext: Australia to expect state budget downgrades
- Tim Hext: Why Pendal favours a July rate cut
- Tim Hext: Cash rates at 3.1% this year ‘a good bet’
- Tim Hext: Has the Aussie disinflation trend come to a halt?
- Tim Hext: It’s all systems go for the RBA to cut
- Tim Hext: Inflation data shows Australia is in pretty good shape with reasons to be optimistic
- Tim Hext: Art of the deal or new world order?
- Tim Hext: What Trump’s tariff formula means for markets
- Tim Hext: Federal Budget – the three things that matter most to the bond market
- Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
- Tim Hext: Three key takeaways from Australia’s latest national accounts data
- On-demand webinar: How to position portfolios for a falling-rates environment
- Tim Hext: Inflation data ‘good news’ for the RBA
- Tim Hext: Markets ‘complacent’ about tariffs and taxes
- Tim Hext: To cut or not to cut? That’s the question for the RBA
- Tim Hext: The door for rate cuts opens further
- Tim Hext: The market has eyes only for Trump
- Tim Hext: Inflation on track but still too high
- Tim Hext: What Australia’s ‘impressive’ jobs run could mean for markets
- An Aussie green bond that could fund a new national park while generating returns
- Income & Fixed Interest: Pendal’s quarterly insights on the themes driving Aussie markets
- Tim Hext: Inflation is easing, but the RBA isn’t celebrating yet
- Tim Hext: What the US rate cut means for investors – and what’s next
- Tim Hext: In bonds, the trend is your friend
- Tim Hext: Five key takeaways from the latest GDP data
- Tim Hext: RBA minutes – inside a meeting of two-handed economists
- Tim Hext: Rate hikes off, rate cuts on in 2025
- Tim Hext: Can the RBA be patient with inflation?
- Income and fixed interest: Pendal’s quarterly deep dive into the themes driving Australian markets
- Murray Ackman: Why we bought Australia’s first Commonwealth green bond
- Tim Hext: Investors are still relaxed about the inflation outlook
- Tim Hext: Looking beyond the noise at this year’s Budget
- TIM HEXT: Investors should position now for lower rates later this year
- Tim Hext: An upgrade to the financial system’s plumbing
- Tim Hext: What we learned from the latest GDP data
- Tim Hext: January inflation – a low point, for now
- On-demand webinar: How to conquer the interest rate peak
- Goldilocks beware: US inflation data puts markets on notice
- Tim Hext: Inflation is on the right path, but we’re not there yet
- Tim Hext: 2024 inflation outlook is positive for bond investors
- Fixed income: Pendal’s 2024 outlook for bonds, credit and cash
- Income and fixed interest wrap: latest outlook for inflation, rates and bonds
- Pendal’s weekly fixed interest wrap
- Tim Hext: Inflation is higher. But is it ‘materially’ higher? That’s the big question
- Weekly fixed interest wrap: close call on next rates decisions; govt bonds at 5pc
- Tim Hext: Australian business remains resilient as we enter spring
- The good news? We’re avoiding recession. The bad news? Living standards are going backwards
- Inflation back below 5pc – but getting to 2-3pc remains a challenge
- Tim Hext: Wage growth remains under control – for now
- Tim Hext: What to pay attention to in the RBA’s latest monetary policy statement
- Tim Hext: Australian inflation is heading back to 4pc
- Tim Hext: Inflation remains stubbornly high — but not as high as you may think
- Tim Hext: Where the RBA’s head is at right now
- US inflation: 4pc on the horizon, but 2pc still a way off
- Budget 2023: Stage 3 tax cuts remain centre stage
- Fixed Interest wrap: Our views on latest inflation data, the RBA review and YFYS reforms
- Tim Hext: The end of interest rate hikes may finally be near
- Why the Silicon Valley Bank collapse happened and what it means for investors
- Tim Hext: Rates are important – but not as much as the Budget
- Fixed interest: Check your ‘duration’ settings before inflation turns
- Hard, fast rates cycle could mean it’s time for long-duration bonds
- Tim Hext: Powell gives the green light after smaller rate rise
- Tim Hext: Inflation looks to be softening. Are sunnier days ahead?
- Tim Hext: The case for inflation-linked bonds
- TIM HEXT: Mixed signals will remain into Christmas
- TIM HEXT: RBA shows some patience with a return to neutral territory
- TIM HEXT: Fiscal support package announced in the UK could make inflation harder to control
- TIM HEXT: Inflation will test Fed’s patience, but RBA has cards up its sleeve
- TIM HEXT: Interest rate pain probably won’t get too bad despite tough talk
- Tim Hext: Hawkish central banks are telling markets to pay attention
- Monthly inflation data is coming. Here’s what it means
- Consumers and business head in different directions
- ‘No pre-set path’: What the RBA statement means for investors
- Fixed interest: why bonds look promising and how to take advantage
- TIM HEXT: Goods prices are peaking but services have a way to go
- Tim Hext: RBA heads back to neutral. But where is neutral?
- TIM HEXT: What investors should know about the outlook for State debt
- TIM HEXT: Inflation noise gets louder but real yields move markets
- TIM HEXT: Fiscal policy will stay expansionary under Labor. Here’s what that means
- Fixed interest: time for tactical moves as big picture emerges
- TIM HEXT: This week’s modest wages data won’t last
- TIM HEXT: Where fixed interest opportunities are emerging
- TIM HEXT: Early green shoots ease inflation pressure
- Rate rise: What’s next after RBA waves the white flag
- Tim Hext: RBA in final preparation for take off
- Federal Budget will embolden the RBA on rates — but not as much as you think
- US rate hikes: what they mean for Australian investors
- The future of bonds (no they’re not disappearing)
- Tim Hext: Dust off the text books as stagflation threat looms
- Tim Hext: Is March the month for hawkish hikes?
- Tim Hext: Ukraine conflict offers glimpse into a world of stagflation
- Tim Hext: Finally a good year for labour
- Tim Hext: what to expect as rate hike cycle begins
- Tim Hext: How the border re-opening will impact investors
- Tim Hext: The RBA is now one of the world’s most dovish central banks
- Inflation: nowhere to run, nowhere to hide
- Tim Hext: How far the next rate-hike cycle could go
- Fixed income: Are bonds ready to do their job again?
- Income and Fixed Interest weekly wrap with Amy Xie Patrick
- Wages are slowly rising, but inflation is rising faster
- Two big events investors should watch out for next week
- Amy Xie Patrick: An investor’s guide to the outlook for US and China
- Tim Hext: Australia’s in a surprisingly good position to weather the global storm
- Pendal profile: Meet our head of government bond strategies, Tim Hext
- Pendal profile: Meet our head of income strategies Amy Xie Patrick
- Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income
- Tim Hext: Hold course in the face of Trump’s whipsaw tariffs
- Rates, China, Trump: Pendal’s Amy Xie Patrick on the trends that will shape 2025
- Amy Xie Patrick: How to replace hybrids as they disappear from income portfolios
- Fast podcast: What the latest inflation numbers mean for investors
- Tim Hext: Why Aussie fixed-income investors can largely ignore a potential August rate hike
- Are we getting over-confident on falling inflation? Tim Hext reviews the evidence
- Amy Xie Patrick: How to manage fixed income portfolios in a turning-point year
- Tim Hext: Why bonds still look better than term deposits
- Tim Hext: Bonds offer returns and cheap insurance right now
- Fast podcast: Why China is hesitating on stimulus – and what’s likely to happen next
- Tim Hext: It’s ‘so far, so good’ on rates and the economy. But what’s next?
- Green bonds: What are they and how do you choose the right ones?
- Tim Hext: Soft landing more likely but don’t hold your breath on rate cuts
- Fast podcast: Why now could be a good time to lock in 10-year bonds
- Fast podcast: How a weaker China could be good for bonds
- FAST PODCAST: What wages and jobs are telling us about recession and rates
- Head to head: Pendal equities chief Crispin Murray and bonds boss Tim Hext
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Why Credit Suisse is a wake-up call for Australian fixed income investors
- Amy Xie Patrick: Prepare for likely recession with long-duration bonds
- The signals that will bring interest rate hikes to an end
- Fast podcast: What the Budget, inflation and rates mean for bonds
- Amy Xie Patrick: Why it’s a myth that you shouldn’t buy bonds in a hiking cycle
- FAST PODCAST: Where we are in this interest rate cycle
- AMY XIE PATRICK: China’s going lower on rates. Here’s what it means for investors
- FAST PODCAST: How to think about inflation and rates right now
- FAST PODCAST: Where inflation is heading and how to think about bonds now
- FAST PODCAST: How the China slowdown is affecting Aussie investors
- FAST PODCAST: Not all income funds are well positioned for rising bond yields
- FAST PODCAST: What rates expectations mean for bond-buying
- Get ready as China edges away from zero-Covid policies
- FAST PODCAST: Outlook for rates, inflation and what it means for bonds
- FAST PODCAST: Where bond yields are heading and what it means for investors
- FAST PODCAST: How to manage fixed income amid rising inflation in 2022
- FAST PODCAST: The role bonds will play in portfolios in 2022
- FAST PODCAST: What it means for investors if China accepts slower growth
- Tim Hext: Avoiding a double-dip recession
- Amy Xie Patrick: Fixed income investing in a zero-rate world
- Tim Hext: what the end of the Central Bank era means for investors
- V, U, W, L… which shape the recovery is likely to take
- Tim Hext on the RBA’s actions and the outlook for bonds
- Tim Hext: RBA brings out the Howitzer
- Understanding US-China tensions
- Can the Yuan offset the pain?
- Residential property – what lies ahead?
- Inflation – still no lift-off, but not all gloom
- RMB – A position of strength
- Degustation or decompression for credit investors?
Julia Maksymow
Quantitative Analyst
Australian Equities
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lewis Edgley
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Lee Ma
Investment Analyst
Australian Equities
About Lewis
As Portfolio Manager, Lewis co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Lewis joined the Pendal Smaller Companies team in 2013 as a small cap analyst, before being promoted to the role of Portfolio Manager in 2018. Lewis brings 20 years of industry experience with previous roles spanning equities research at boutique stockbroking firm, Taylor Collison, as well as commercial and investment banking roles at Westpac Bank and Commonwealth Bank. Lewis holds a Bachelor of Commerce (Corporate Finance) from the University of Adelaide.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Patrick Teodorowski
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Lewis
Lewis Edgley
Portfolio Manager
Australian Equities
About Patrick
As Portfolio Manager, Patrick co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Patrick has been part of the Smaller Companies team for a collective period of eleven years. Patrick initially joined the company in 2005 and developed his career as a highly regarded small cap analyst. Patrick worked at a small cap boutique as a portfolio manager for 3 years before re-joining Pendal’s Smaller Companies team in January 2018. Patrick holds a Bachelor of Commerce (1st class Honours) from the University of Queensland and is a CFA Charterholder.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Oliver Renton
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Funds managed by Patrick
Patrick Teodorowski
Portfolio Manager
Australian Equities
About Oliver
Oliver works on developing and running key quantitative investment models, and acting as trading support for the Income & Fixed Interest team. Prior to joining the team, Oliver spent three years in the Pendal Group (formerly BT Investment Management) Investment Products team. Oliver previously spent three years at Perpetual Investments where he worked closely with both the portfolio management and distribution teams, providing quantitative support, portfolio positioning and commentary to the business and clients. Oliver received his Bachelor of Commerce (Finance) from the University of Sydney and is also a CFA Charterholder.
Income & Fixed Interest Team
- George Bishay
- Steve Campbell
- Tim Hext
Amy Xie Patrick- Murray Ackman
-
Anna Hong
- Lachlan Fursman, CFA
- Terry Yuan
Recent articles by Oliver
- Could higher rates work against lower inflation? And what would that mean for bonds?
- Oliver Ge: Fears of a ’70s inflation re-run are overblown
- Recession risk is still out there. Here’s why
- Inverted yield curve: what it means (and it’s not what you think)
- Why bonds are worth considering even as rates rise
- Look to government bonds instead of term deposits
- Fast podcast: Three things blunting the impact of rate rises on inflation
- Fast podcast: Be prepared for more US bank turmoil
- Fast podcast: Asset allocation tips from Pendal’s head of multi-asset
- Fast podcast: Why bonds look compelling towards mid-2023
Oliver Ge
Portfolio Manager
Income & Fixed Interest
About Oliver
With over 14 years’ industry experience, Oliver is an analyst focused on the Health Care and Utilities sectors. Starting his career with the business in 2004, Oliver has also worked with the Quantitative Services, Product and Performance and Attribution teams. He holds a Bachelor of Commerce (Finance and Financial Economics) from the University of New South Wales, where he was awarded the Australian Institute of Banking and Finance Award in his penultimate year, and is a CFA Charterholder.
Australian Equities Team
- Crispin Murray
- Anthony Moran
- Damien Diamant
- Brenton Saunders
- Graeme Petroni
- Jim Taylor
- Julia Forrest
- Julia Maksymow
- Lee Ma
- Lewis Edgley
- Patrick Teodorowski
- Pete Davidson
- Rajinder Singh
- Sondal Bensan
- Elise McKay
- Rachel Folder
- Jack Gabb
Recent articles by Oliver
Oliver Renton
Investment Analyst and Portfolio Manager
Australian Equities