Our People
Steve Campbell
Head of Cash Strategies
Income & Fixed Interest
About Steve
With a background in cash and dealing, Steve brings over 20 years’ financial markets experience to our Institutional Managed Cash portfolio. During his time at Pendal Group, Steve has managed numerous New Zealand cash portfolios and has been active in portfolio positioning while executing domestic and international credit and bond funds. Steve previously worked at Tullett and Tokyo as a corporate bond broker, and holds a Bachelor’s degree in Commerce from the Australian National University.
Income & Fixed Interest Team
George Bishay
Oliver Ge
Tim Hext
Amy Xie Patrick
Murray Ackman
Anna Hong
Lachlan Fursman, CFA
Terry Yuan
Recent articles by Steve
- Steve Campbell: RBA passes rate cut surprise
- Steve Campbell: RBA ‘well-positioned’ to ease rates more aggressively
- Pendal profile: Meet our head of cash strategies Steve Campbell
- Steve Campbell: Labour data will determine timing of next RBA rate cut
- Steve Campbell: Shouldn’t the RBA be following suit?
- Steve Campbell: The RBA isn’t yet convinced inflation is a thing of the past. Here’s why
- Steve Campbell: It doesn’t look like the RBA is planning to join the global rate-cuts club soon
- Steve Campbell: Aussies aren’t likely to see another rate change this year
- Steve Campbell: The call for rate cuts appears premature
- Steve Campbell: Rate cuts unlikely before November
- Steve Campbell: A straight bat from the RBA
- Steve Campbell: No rate cuts – or rises – in 2024?
- Inflation won’t go down without a fight, but markets expect extended rate-hike pause
- Steve Campbell: Expect rates to stay unchanged til 2024
- Steve Campbell: Rates still on hold but no victory declaration yet
- Steve Campbell: Bias towards higher interest rates remains for now
- What’s behind the RBA’s surprise rate hike
- Steve Campbell: RBA likely to wait for April data before a move in May
- Steve Campbell: Is it time to get into TDs? I say no, no, no
- Steve Campbell: Inflation remains top priority for hawkish RBA
- Steve Campbell: RBA likely to move to quarterly tightening in 2023
- Interest rates: RBA still ahead of the Fed, but another 25-point hike likely before a slow-down in 2023
- What the latest inflation numbers mean for interest rates
- Fixed Interest: What’s next for rates and inflation
- What’s next after today’s 50bp rates hike
- What today’s inflation data means for interest rates
- What the Reserve Bank’s 0.5% rate rise means for investors
- What this week’s rate rise means for cash investors
- Cash strategies: what we learned from the RBA this week
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
Michael O’Dea
Matt Sherwood
David Hudson
Geoff Ryan
Russell Turner
Alan Polley
Rita Bodrina
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
Rema Elias-
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
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
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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
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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
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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
