In this video, Scott Rundell, Chief Investment Officer at Mutual Limited, looks at what a softer Australian housing market means for residential mortgage-backed securities, or RMBS. Using recent bank reporting season data and observed market evidence, Scott explains why falling property values do not automatically translate into mortgage credit losses, and why borrower repayment capacity, arrears and unemployment remain the key indicators to watch. Watch the full video below (16:40).
Updated: 01 Oct 2026
