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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
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

The Rate Debate – Ep32

The Rate Debate – Ep32

5 Oct 2022
Episode 32: Tuesday 4th October 2022 Are central banks at risk of blowing up ...

1 MINUTE READ

The Rate Debate – Ep31

The Rate Debate – Ep31

7 Sep 2022
Episode 31: Tuesday 6th September 2022 No sign of pause from the RBA as the risk of ...

1 MINUTE READ

The Rate Debate – Ep30

The Rate Debate – Ep30

3 Aug 2022
Episode 30: Tuesday 2nd August 2022 Can the RBA thread the needle? After hiking for ...

1 MINUTE READ

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