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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
The Rate Debate – Ep38

The Rate Debate – Ep38

3 May 2023
Episode 38: Tuesday 2nd May 2023 Mixed Signals from RBA creating market ...

1 MINUTE READ

The Rate Debate – Ep37

The Rate Debate – Ep37

5 Apr 2023
Episode 37: Tuesday 4th April 2023 Did the RBA fuel the fire or douse the ...

1 MINUTE READ

Feb 2023 Reporting Season Summary

30 Mar 2023
Michael Steele and Joel Fleming look back at the Feb 2023 reporting period and detail why they're positive on the outlook.

1 MINUTE READ

Hybrids: Opportunities Abound

Hybrids: Opportunities Abound

22 Mar 2023
It has been a fascinating recent few weeks for hybrid market participants following the forced merger of Credit Suisse and UBS.

4 MINUTE READ

Tim Toohey: June 2023 Quarter Update

Tim Toohey: June 2023 Quarter Update

14 Mar 2023
Tim Toohey details the long history of banking crises in the US and explains why he still favours local bonds in the current environment.

1 MINUTE READ

The Rate Debate – Ep36

The Rate Debate – Ep36

8 Mar 2023
Episode 36: Tuesday 7th March 2023 How many times can the RBA say "just one more ...

1 MINUTE READ

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