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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, 7 July | Darren Langer: Home is where the yield is

Darren Langer (Co-Head of Australian Fixed Income) believes Australian bonds today offer a rare combination of attractive income, portfolio defence and compelling value. He catches up with Livewire Markets to detail why.

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8 MINUTE read

featured-Darren Langer: Home is where the yield is
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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
The Rate Debate – Ep34

The Rate Debate – Ep34

7 Dec 2022
Episode 34: Tuesday 6th December 2022 2023 predictions on the economy, inflation and the ...

1 MINUTE READ

Economists are idiots!

Economists are idiots!

16 Nov 2022
As a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this ...

7 MINUTE READ

The Rate Debate – Ep33

The Rate Debate – Ep33

2 Nov 2022
Episode 33: Tuesday 1st November 2022 Storm clouds continue to gather in global ...

1 MINUTE READ

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