Our People
James Syme
Senior Fund Manager, JOHCM
Emerging Markets
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
Recent articles by James
- How to identify emerging markets benefitting from a weaker US dollar
- Pendal’s emerging markets team remains bullish on Brazil despite latest tariffs
- 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
About Rachel
Rachel is an Investment Analyst for our Smaller Companies team, providing fundamental analysis on a range of companies within the ASX ex-100 universe. Previously, Rachel was an Investment Analyst covering smaller companies for NAOS Asset Management and First Sentier Investors, where she began her career in their graduate program. Rachel holds a Bachelor of Commerce (Actuarial Studies and Financial Economics) from the University of New South Wales 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
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Jack Gabb
Rachel Folder
Investment Analyst
Australian Equities
Income & Fixed Interest Team
George Bishay
Oliver Ge
Steve Campbell
Tim Hext
Amy Xie Patrick
Murray Ackman
Lachlan Fursman, CFA
Terry Yuan
Recent articles by Anna
- Pendal: Rate cuts still on track amid moderately higher unemployment
- Anna Hong: The last mile for Australian disinflation
- Moderating inflation is the trend of the year. Here’s what it means for investors
- Are Australian mortgage holders facing a cliff or a speed bump?
- Anna Hong: What the latest job numbers mean for bond investors
- The case for bonds as rate hikes push Australia towards recession
- Anna Hong: What bond investors learned from this week’s RBA minutes
- Investors need two things right now: patience and protection
- Anna Hong: Waiting for a central bank pivot? Start spending less
- Anna Hong: Markets will remain choppy with upcoming CPI releases
- Anna Hong: Investors will be looking for a ‘sensible’ budget
- ANNA HONG: Three risk factors for recession
- ANNA HONG: Tight labour market will continue rate-hike pressure
- Anna Hong: How the new monthly CPI indicator will impact investors
- Anna Hong: What we learned from the latest RBA minutes
- Anna Hong: What today’s RBA rate hike means for investors
- Labor won’t bring big change on the economic front
- Anna Hong: What’s next for rates after RBA loses patience
- Anna Hong: Debt, disruption and demographics determine where bonds go next
- Be ready for a Russian default as sanctions bite
- A ray of sunshine in the farm sector
- Anna Hong: What’s keeping Dr Lowe up at night
Anna Hong
Assistant Portfolio Manager
Income & Fixed Interest
About Michael
Michael is Head of Multi Asset for Perpetual Asset Management. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.
Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.
Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Multi Asset Strategies Team
Matt Sherwood
David Hudson
Geoff Ryan
Russell Turner
Rema Elias
Alan Polley
Rita Bodrina
Ken Phang
Michael O’Dea
Head of Multi Asset
Multi Asset Strategies
About Matt
Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.
Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.
Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.
Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.
Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.
Multi Asset Strategies Team
Michael O’Dea-
David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
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Ken Phang
Matt Sherwood
Head of Investment Strategy, Multi Asset
Multi Asset Strategies
About David
David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.
David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.
David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.
David has an Honours degree in Economics from Adelaide University.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
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Ken Phang
David Hudson
Head of Asset Allocation
Multi Asset Strategies
About Geoff
Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Asset Management. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.
Geoff joined Perpetual Asset Management Australia in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.
Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.
Geoff has a Bachelor of Economics (Honours).
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
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Ken Phang
Geoff Ryan
Portfolio Manager, Diversified Strategies
Multi Asset Strategies
About Russell
Russell Turner is a Portfolio Manager in the Multi-Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.
Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual’s CEO. Prior to this, he was a Graduate in Perpetual Private.
Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Rema Elias
- Alan Polley
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Rita Bodrina
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Ken Phang
Russell Turner
Portfolio Manager
Multi Asset Strategies
About Rema
Rema Elias is an Investment Analyst in the Multi-Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.
Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.
Rema has a Bachelor in Mathematics and Finance.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
- Alan Polley
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Rita Bodrina
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Ken Phang
Rema Elias
Investment Analyst
Multi Asset Strategies
About Alan
Alan joined Pendal Group in February 2017, with extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp’s strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research.
Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions.
Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
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Rita Bodrina
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Ken Phang
Funds managed by Alan
Recent articles by Alan
- Alan Polley: A hard landing is looking less and less likely. Here’s the evidence
- Asset allocation: Why you could do with a little more home bias right now
- Alan Polley: Balanced funds are looking more attractive as conditions normalise
- The ‘old normal’ is back. Here’s what it means for asset allocation
- How to hold commodities in a sustainable portfolio (and why you would)
- Economic outlook: what a weakening services sector means for investors
- Alan Polley: What is r* and how it helps investors analyse rates
- Multi-asset: Why it’s time to shift to liquid alternative investments
- Caution warranted after strong market rally
- Strategic asset allocation: what matters in the long run
- It’s time to do an annual portfolio health check. Here’s how
- Asset allocation: what our multi-asset team learned in its latest strategic review
- Alan Polley: Consider foreign currency exposure in international share portfolios
- Why it’s important to consider ESG in asset allocation
- Alan Polley: Time to rethink the role of cash in portfolios
- Alan Polley: Transitory or not, inflation is undergoing long-term structural change
Alan Polley
Senior Sustainable Investments Lead
Multi Asset Strategies