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 Rita
Rita joined Pendal Group (formerly BT Investment Management) in April 2022 as a Quantitative Analyst under the Multi-Asset Investments team. In this role, Rita is responsible for quantitative analysis in relation to asset allocation and research to enhance and grow Pendal’s funds. Rita also assists the I&FI team.
Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.
Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.
Multi Asset Strategies Team
Michael O’Dea
Matt Sherwood
David Hudson
Geoff Ryan
Russell Turner
Rema Elias
Alan Polley
Ken Phang
Rita Bodrina
Investment Analyst
Multi Asset Strategies
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
- Alan Polley
Rita Bodrina
Ken Phang
Senior Quantitative Analyst
Multi Asset Strategies
Sales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Jeremy Dean
Giovanni Rettura
Scott Bradley
Maria Plati
Tiana Jade Stojanovski
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Tom Loneragan
Head of Listed & Direct
Alyce Mattman
Key Account Manager VIC, SA
Melanie Longmire
Key Account Manager
Sales Team
- Tim North Ash
- Peter Lambos
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Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
Tom Loneragan- Tiana Jade Stojanovski
- Marcus Garabedian
- Emalee Vidulin
- Dan Moore
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Leila Romanos
- Brad Street
Maria Plati
Account Associate Private Wealth QLDSales Team
- Tim North Ash
- Peter Lambos
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Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
- Tom Loneragan
- Maria Plati
- Marcus Garabedian
- Emalee Vidulin
- Dan Moore
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Leila Romanos
- Brad Street
