Please select an asset class/style from the menu below to view the capabilities and funds. For more information you can select a specific capability or fund and click view.
Investment team
Our fixed income division has over 20 investment specialists and consists of three areas, Macro Markets, Credit, and Portfolio Construction and Risk Management. The staff within these areas are responsible for:
- Credit markets, including high yield debt
- Interest rate and currency management
- Money market and treasury services
- Portfolio construction, risk management and quantitative analysis
Members of the senior management team are listed below.
- Mark Beardow, Head of Fixed Income
- Jeff Brunton, Head of Credit Markets
- Simon Warner, Head of Macro Markets
- Kristen Leonard, Head of Portfolio Construction & Risk Management
Mark Beardow, BEc, F Fin, CFA
Mark was appointed as Head of Fixed Income in August 2006. In this role, he is responsible for the management of AMP Capital’s active fixed income strategies including Credit Markets and Macro Markets, managing over 20 investment professionals across Australia and New Zealand. Mark also serves as the Chair of the Credit Investment Committee.
Mark has over 17 years of industry experience. He joined AMP Capital’s Credit Markets team in 1998 and during this time developed a highly regarded specialist credit capability. He also oversaw the Credit Market team’s expansion from three to eight people. Mark brings international experience to his role, having worked in London for Credit Suisse Financial Products and Swiss Bank Corporation in credit risk management and quantitative analysis positions. Previously, Mark was Associate, Credit Portfolio at JP Morgan Australia, where he was responsible for credit analysis and exposure strategies.
Jeff Brunton, BCom(Hons), LLB, CFA
Jeff joined AMP Capital in January 2008 as Head of Credit Markets. Jeff is responsible for the overall business strategy, setting macro credit strategy and overseeing the credit investment process. He is also responsible for developing the derivative and global credit capabilities in the team as well as building the investment process to include more complex credit-based strategies.
Prior to his appointment at AMP Capital, Jeff was employed by QIC in Brisbane from 1992, with recent roles including Head of Global Credit, and Head of Australian Fixed Interest and Cash. His responsibilities included managing global credit research and strategy, managing an extensive product development pipeline, extensive involvement with client and consultant relationships, and leading the development of innovative investment research processes and portfolio and risk management techniques. Jeff brings extensive experience in all global credit markets and products from bonds, loans, derivatives and structured credit, together with impressive leadership skills.
Simon Warner, BSc, MSc Economics
Simon Warner joined AMP Capital in March 2007 as Head of Macro Markets within the Fixed Income team. Simon is responsible for managing active macro management investment processes in duration, currencies, and semi and swap spreads, across A$10 billion to A$15 billion of assets and portfolios. Simon is also leading the development of new strategies to manage global rates and credit sectors.
Prior to joining AMP Capital, Simon was employed with JPMorgan Chase, most recently as their Australasian Chief Investment Officer based in Singapore. He previously held investment management roles in Sydney and London. His focus was on managing risk across money markets, bonds, swaps, currencies and equities.
Kristen Leonard, BMathFin(Hons), CFA, FFin
Kristen Leonard joined AMP Capital in 1996. He is responsible for portfolio construction and risk management of fixed income portfolios, and is the Portfolio Manager of AMP Life’s fixed income portfolios. Kristen also manages the physical inflation-linked bond exposure in the Fixed Income portfolios.
Prior to his current position, Kristen was a Portfolio Manager for inflation-linked and indexed portfolios. He was involved in the development of quantitative techniques for fixed income portfolio management, the establishment of the Australian fixed income index portfolio, and helped implement the Australian fixed income performance attribution system. He has also held portfolio management responsibilities for both passive and active mandates including the structuring and management of funds for Japanese investors.
