Our People
Tim Hext
Head of Government Bond Strategies
Income & Fixed Interest
About Tim
Tim joined Pendal Group in February 2017 with responsibility for managing Australian Bond portfolios. Tim has extensive experience in banking, financial markets and funding.
Tim joined Pendal Group from NSW Treasury Corporation (TCorp), where he was General Manager, Funding and Balance Sheet, with responsibility for defining and executing TCorp’s funding programme and strategy. Tim’s prior experience includes senior positions in Westpac Treasury, Commonwealth Bank of Australia, Deutsche Bank, Bain & Co and Swiss Bank Corporation.
Tim holds a Masters of Economics of Development from the Australian National University and a Bachelor of Commerce from the University of New South Wales.
Income & Fixed Interest Team
George Bishay
Oliver Ge
Steve Campbell
Amy Xie Patrick
Murray Ackman
Anna Hong
Lachlan Fursman, CFA
Terry Yuan
Recent articles by Tim
- Aussies are spending again. But what does it mean for rate cuts?
- 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
- 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
- Wages are slowly rising, but inflation is rising faster
- Two big events investors should watch out for next week
- Fast podcast: Tariff uncertainty means opportunity for active investors
- 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
- Tim Hext: Hold course in the face of Trump’s whipsaw tariffs
- 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
- Tim Hext: Why bonds still look better than term deposits
- Tim Hext: Bonds offer returns and cheap insurance right now
- 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: What wages and jobs are telling us about recession and rates
- Head to head: Pendal equities chief Crispin Murray and bonds boss Tim Hext
- Fast podcast: What the Budget, inflation and rates mean for bonds
- FAST PODCAST: Where we are in this interest rate cycle
- 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: What rates expectations mean for bond-buying
- FAST PODCAST: Outlook for rates, inflation and what it means for bonds
- FAST PODCAST: The role bonds will play in portfolios in 2022
- Tim Hext: Avoiding a double-dip recession
- 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
- Residential property – what lies ahead?
- Inflation – still no lift-off, but not all gloom
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
-
Michael O’Dea
-
Matt Sherwood
-
David Hudson
-
Geoff Ryan
-
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
-
Leila Romanos
- Brad Street
