Jessica Rusit - Associate Director – Investment Strategy Group

Jessica Rusit

Director – Investment Strategy


Jessica Rusit has over 12 years of experience in financial markets, and over 7 years working in fixed income markets. Prior to joining FIIG, Jessica worked in funds management at Challenger and later in equity markets at Goldman Sachs JB Were. Since joining FIIG, she was Director – Sales Facilitation on the sales and institutional trading desk, before moving to her current role in the Investment Strategy team. She graduated with a double degree in Business and Journalism from the Queensland University of Technology.

 

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2025 Mid-Year Macro Outlook

The war against inflation seems to be drawing to a close, and the new challenge in the coming years is likely to be stimulating growth. The Reserve Bank of Australia (RBA), however, seems to be quite late to pivot to a new understanding of the economic challenges of 2026 and 2027 and remains very focused on fighting inflation.

Education (advanced)

The ‘spike’ in RMBS arrears – look beyond the headline

Despite the current rise in mortgage arrears resulting from the adjustment to higher interest rates and inflation as monetary policy normalizes, we maintain confidence in the RMBS sector. These instruments usually offer more favorable returns and a consistent income stream compared to standard corporate bonds. Our preference is generally for the safer investment-grade tranches in RMBS transactions, offering lower risk than sub-investment grade options.

Reporting season FY23 and the Sector Outlook

In this article, we discuss the FY23 reporting season and provides an overview of sectors covered by FIIG's Research team, including Insurance, Airline, and Real Estate. We highlight the challenges and trends in each sector, such as the solid performance in Insurance, mixed outlook for Airlines, and challenges in the Real Estate sector and emphasize the importance of diversifying portfolios across sectors for better returns and reviews the overall economic trend.

Knowledge Series

Reporting season and the outlook for Australian REITs

In this article FIIG's research team discusses the analysis of the FY23 reporting season, where insights into credit portfolio positions and future expectations are provided. In the analysis, over 30 credits were covered, including Australian REITs, focusing on aspects such as devaluations, interest rates, and market perceptions. Despite potential risks, there is confidence in the stability of these REITs, mainly due to their investment-grade ratings, manageable gearing, and covenant compliance.

Opinion

Why it pays to participate in primary

Investors can benefit from participating in primary markets, where new bonds are introduced before secondary market trading. This participation often offers a premium, better pricing, and enhanced access, resulting in more attractive entry points for investors. Market conditions, demand, and issue size influence the size of the premium, and this premium can provide opportunities for investors to lock in higher returns, either through continued holding or selling for capital gains. New Issues also offer better accessibility compared to some scarce bonds in the secondary market.

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