As a Senior Portfolio Manager at Australian Retirement Trust, I lead a team of quantitative and fundamental researchers who develop and implement short-term valuation and timing strategies across commodities, fixed income, and equities. These strategies are incorporated into a proprietary multi-asset model to assess portfolio-level impacts and inform tactical and long-run asset allocations. I also present to members, employers, asset consultants, and our internal stakeholders on our investment strategy and performance. I have 20 years of experience in the investment industry, with a strong background in asset allocation, quantitative research and development, risk modelling, and macroecon