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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, 1 July | Credit markets in focus

Amidst a volatile macro environment, Roy Keenan (Co-Head of Australian Fixed Income) outlines where tightening spreads, elevated yields and shifting rate dynamics are creating compelling risk‑adjusted opportunities for credit investors.

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5 MINUTE watch

featured-Credit markets in focus
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Insight, 17 June | Joel Fleming: 7 reasons to invest in microcaps

Australian microcaps remain one of the equity market’s most inefficient segments, which is exactly why disciplined investors should be paying attention. Joel Fleming (Portfolio Manager, Microcap Equities) walks through seven compelling reasons to consider investing in microcaps.

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18 MINUTE watch

featured-Joel Fleming: 7 reasons to invest in microcaps
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Insight, 16 June | Tim Toohey: Evidence supports a policy rethink

The Australian economy is slowing more quickly than policymakers anticipated, with tightening financial conditions, weakening confidence and rising unemployment pointing to a material shift in the cycle. Tim Toohey (Head of Macro and Strategy) details why the RBA’s growth and inflation assumptions are increasingly being challenged.

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21 MINUTE watch

featured-Tim Toohey: Evidence supports a policy rethink
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

The Rate Debate – Ep35

The Rate Debate – Ep35

8 Feb 2023
Episode 35: Tuesday 7th February 2023 Is the RBA setting monetary policy in the rear-view ...

1 MINUTE READ

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