Our People
Amy Xie Patrick
Head of Income StrategiesAbout Amy
Amy is the Head of Income Strategies at Pendal, leading a suite of active income solutions designed to preserve capital and generate attractive returns for investors. She began her career in 2004 at Citigroup in London and moved into asset management with Thames River Capital in 2007. Since 2017, Amy has been a key member of Pendal’s fixed income team, focusing on delivering strong investment outcomes through active asset allocation and rigorous decision-making. With a career built on navigating complex market cycles, Amy believes in the power of active investing to shape lives and afford financial freedom. She holds a Masters degree in Economics from Emmanuel College, Cambridge.
Income & Fixed Interest Team
Recent articles by Amy
- Bonds vs equities: the double-rally dilemma
- 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: How tariffs, tech and rates are shaping 2026
- 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?
Agnieszka Cochrane
Head of Responsible InvestmentIncome & Fixed Interest Team
Lachlan Fursman, CFA
Credit & Fixed Interest AnalystAbout Alex
Alex is responsible for credit research coverage of Infrastructure, Utilities, and Financials.
Before joining the team, Alex spent seven years as a Primary Analyst at S&P Global Ratings, focusing on infrastructure, utilities, and general corporate issuers in Australia and New Zealand.
Prior to his role at S&P, Alex worked for three years as a Senior Analyst in the Audit Division at Deloitte Australia.
He holds a Master of Philosophy in Economic History from the University of Oxford and a Bachelor of Commerce from Monash University.
Alex is also a CFA Charterholder.
Income & Fixed Interest Team
Alex Dunn, CFA
Credit AnalystAbout Jack
Jack is an investment analyst, focusing on large cap in the metals and mining sector.
Jack has more than 14 years of industry experience in specialist mining roles in Europe, Canada and Australia.
Prior to joining Pendal, Jack worked at Bank of America Merrill Lynch where he co-led the firm’s research coverage of Australian mining companies. He holds a Bachelor of Science (Hons) Degree in Economics from the University of Bath and the Chartered Institute for Securities and Investment Diploma.
Australian Equities Team
Recent articles by Jack




































