Fixed Income

 

Domestic Fixed Income Team

Fergus McDonald

Fergus McDonald
Head of Bonds and Currency

Fergus is responsible for the investment strategy, performance and compliance of Bond, Cash and Currency mandates. Fergus has been actively involved in the New Zealand financial markets since 1981. He joined the company in 1990 as the Fixed Interest Manager. Fergus has considerable experience in managing bond portfolios that combine Government stock and derivatives with corporate debt securities. He was instrumental in developing and managing New Zealand’s first corporate bond unit trust. Fergus holds a BA Economics, Victoria University and Certificate of Treasury Professionals.

Ian Bellew

Ian Bellew
Fixed Income Manager

Ian joined Nikko AM in 1998 as the Cash Portfolio Manager and was promoted to Fixed Income Manager in January 2012. Ian is responsible for the implementation of investment strategy and day to day management of the fixed income and option portfolios. Ian also contributes to team decision making by analysing economic information, identifying global and domestic trends. Ian holds a Bachelor of Commerce - Finance and Post-Graduate Diploma in Commerce - Finance from University of Otago.

Tim O'Loan

Tim O'Loan
Fixed Income Analyst

Tim joined Nikko AM in January 2012 and assists with the management of the fixed income portfolios, with emphasis on the implementation of the investment strategy for the cash and short term portfolios as well as currency hedging of offshore assets. Tim holds a Bachelor of Commerce and Graduate Diploma of Commerce from University of Auckland and a Masters of Applied Finance from Victoria University of Wellington.