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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 – Ep25

The Rate Debate – Ep25

2 Mar 2022
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old ...

1 MINUTE READ

Boring Is Beautiful

Boring Is Beautiful

4 Feb 2022
Ed Waller, Deputy Portfolio Manager of Yarra's Ex-20 Australian Equities Strategy, details why ...

3 MINUTE READ

The Rate Debate – Ep24

The Rate Debate – Ep24

2 Feb 2022
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old ...

1 MINUTE READ

The Rate Debate – Ep23

The Rate Debate – Ep23

8 Dec 2021
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old ...

1 MINUTE READ

Both Sides of the Credit Story

Both Sides of the Credit Story

26 Nov 2021
For Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, having the ability to ...

4 MINUTE READ

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