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.

If current share prices accurately reflect the extent of the forthcoming property devaluation ...

In a world where macro news is nothing short of chaotic and confusing, it’s worth focusing on ...

The Future Quality approach to navigating uncertainty
Key takeaways:
We are currently in ...

Michael Steele, Small Caps Co-Portfolio Manager, sits down with Ausbiz's Andrew Geoghegan to ...

Joel Fleming, Microcaps Portfolio Manager, sat down with ausbiz's Andrew Geoghegan to discuss ...

The September 2023 quarter saw the ASX 200 return -0.8% (q/q), with global equities declining ...

Episode 43: Tuesday 3rd October 2023
What's driving higher bond yields?
September was ...

In recent months, much has been written about the looming default cycle. The tightening of ...

Michael Steele, Small Caps Co-Portfolio Manager, sits down with Ausbiz's Nadine Blayney to ...

Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele ...

Episode 42: Tuesday 5th September 2023
Inflation has peaked
Outgoing Reserve Bank ...

Joel Fleming, Microcaps Portfolio Manager, sat down with ausbiz's Andrew Geoghegan to provide ...
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