30 Aug 2024
Michael Steele, Co-Portfolio Manager of Small Cap Equities at Yarra Capital Management, sits down with Andrew Geoghan from ausbiz to step through the performance of Australian small caps through the August company reporting season. Despite F24 being a challenging year in which earnings declines were a feature, Michael believes the outlook for small companies is positive, with expectations of over 10% earnings growth over the next two years.
31 Jul 2025
Future Quality Insights: Growth amid structural changes
Reporting season is stressful, but for Johnny Russell (Portfolio Manager, Yarra Global Share Fund), it also serves as a reminder...
9 minute read
22 Jun 2023
Tim Toohey: RBA’s Shifting of Goal Posts Risks a Hard Landing
Tim Toohey, Head of Macro and Strategy, unpicks the Reserve Bank of Australia’s recent approach to monetary policymaking and concludes...
15 minute read
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