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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.
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Insight, 26 July | Dion Hershan: Navigating a Frustrating Environment

Australia is entering FY27 on shaky footing, with policy uncertainty, a weakening consumer, housing market pressures and slowing growth creating a difficult environment for investors. In this outlook, Dion Hershan (Chairman and Head of Australian Equities) shares 10 themes for F27.

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6 MINUTE read

featured-Dion Hershan: Navigating a Frustrating Environment
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Insight, 22 July | Phil Strano: Blockbuster AI debt issuance is coming

AI’s capex boom is rapidly reshaping global credit markets. As hyperscalers and related companies invest more than US$1 trillion p.a. in AI infrastructure, debt funding is becoming an increasingly important source of capital. In this note, Phil Strano (Head of Australian Credit Research) details the likely Australian impact.

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7 MINUTE read

featured-Phil Strano: Blockbuster AI debt issuance is coming
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Insight, 17 July | Joel Fleming: Opportunity beneath the market surface

Australian microcaps have faced a more challenging period in recent months, with the valuation gap between micro and smaller cap companies and large-caps widening. For investors willing to look beyond near-term market uncertainty, however, that disparity is creating opportunities.

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6 MINUTE watch

featured-Joel Fleming: Opportunity beneath the market surface
Unpacking earnings season

Unpacking earnings season

13 Sep 2023
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele ...

1 MINUTE READ

The Rate Debate – Ep42

The Rate Debate – Ep42

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

1 MINUTE READ

Tim Toohey: Signal or Noise?

Tim Toohey: Signal or Noise?

7 Aug 2023
Tim Toohey, Head of Macro and Strategy, sat down with Hans Lee from Livewire Markets last week ...

1 MINUTE READ

The Rate Debate – Ep41

The Rate Debate – Ep41

1 Aug 2023
Episode 41: Tuesday 1st August 2023 Uncertainty abounds in the face of economic ...

1 MINUTE READ

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