Insights From
Every Angle
News, views and market insight from the Yarra Capital Management team.
We value research, insight and analysis that helps us identify the best opportunities for superior and sustainable returns over the longer term. Our distinctive investment approach capitalises on viewpoints from both our equity and fixed income teams. Read their perspectives on markets, trends and opportunities in local and global markets here.
With a successful reporting period moving into the rearview mirror, our Australian Equities team sat down with Livewire Markets to unpack the results and, more importantly, debate what lies ahead for the listed markets.
25 MINUTE watch
The global credit market is being quietly but fundamentally re-priced. According to Phil Strano (Head of Australian Credit Research), there are signs the long, comfortable era in which the US dollar’s reserve status has helped to inflate the size, depth and relative pricing of US corporate credit, is beginning to fray.
6 MINUTE read
Phil Strano sits down with The Inside Network to explore how investment-grade credit can deliver stable income and enhanced risk-adjusted return in an era of economic and interest rate uncertainty.
6 MINUTE watch
Joel Fleming catches up with ausbiz to talk through the positive early signs from the August reporting season and reinforces the merits of investors seeking diversification beyond the dominant large-cap players.
6 MINUTE watch
The Yarra Enhanced Income Fund is consistent, both in delivery of income and outperformance of its benchmark, over more than two decades. Portfolio Manager Roy Keenan explains how he's done it.
7 MINUTE watch
Reporting season is stressful, but for Johnny Russell (Portfolio Manager, Yarra Global Share Fund), it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us.
9 MINUTE read
Yield curves are steepening, volatility remains elevated, and policy decisions are moving markets in ways that upend some of the more reliable patterns of the last decade. In this environment, Phil Strano (Head of Australian Credit Research) explains why active management and selective risk positioning across the curve isn’t just preferable - it’s essential.
4 MINUTE read
Joel Fleming sits down with The Inside Network, stepping through Joel's career in the emerging companies space and unpicking his approach to microcap investing which has delivered strong outperformance for clients since 2014.
17 MINUTE watch
Joel Fleming sits down with ausbiz's Nadine Blayney to step through the current landscape for microcap investing, detailing four companies he believes are well placed to navigate the period ahead.
8 MINUTE watch
The global climate trajectory has fundamentally shifted. Dr Erin Kuo-Sutherland (Chief Sustainability Officer) sits down to chat through the implications for investors for The Greener Way podcast.
21 MINUTE listen
With superannuation accounts above $3 million now firmly in the Australian Treasurer's cross hairs, Tim Toohey (Head of Macro and Strategy) takes a deep dive into the comparable or superior asset growth of SMSFs vs. Large Super.
11 MINUTE READ
Recorded six days post the commencement of the Israel/Iran war - and prior to the US taking military action - Tim Toohey (Head of Macro and Strategy) provides his take on global shocks, inflation, and detail why Australia stands out.
20 MINUTE watch
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