Jessica Rusit - Associate Director – Investment Strategy Group

Jessica Rusit

Associate Director – Investment Strategy Group

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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Reporting season FY23 and the Sector Outlook

The article reviews FY23 reporting season, covering sectors like Insurance, Airlines, and Real Estate. It highlights sector challenges and the need for portfolio diversification to improve returns amid economic trends.

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.


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.

Education (basics)

The benefits of diversification

Diversifying fixed income portfolios across different categories such as companies, industries, and countries helps reduce specific risks. Diversification not only lowers risk, but also enhances long-term portfolio performance, drawing on the theory introduced by Nobel laureate Harry Markowitz. A well-diversified bond portfolio can lead to smoother volatility, improved returns, and reduced risk in uncertain economic and market conditions.

Trade opportunities

A bond portfolio for whatever the economic outlook

The beauty of a bond portfolio is no matter what the economic outlook, the portfolio can be constructed to best suit the conditions. Here we look over three bond portfolios that have been created to optimise performance in different economic environments: sustained inflationary pressures, recessionary concerns and also a balanced portfolio for all weathers.

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