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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 – Ep22

The Rate Debate – Ep22

3 Nov 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

The Rate Debate – Ep21

The Rate Debate – Ep21

6 Oct 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

Four key themes in small caps

Four key themes in small caps

22 Sep 2021
Katie Hudson, Head of Australian Equities Research and Small Caps Portfolio Manager, sits down ...

1 MINUTE READ

Ignore the ‘hype’

Ignore the ‘hype’

17 Sep 2021
Dion Hershan isn’t buying all the “hype” of a bull market driven by a narrow group of ...

1 MINUTE READ

The Rate Debate – Ep20

The Rate Debate – Ep20

8 Sep 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

The Looming Housing Excess

The Looming Housing Excess

24 Aug 2021
Analysis of Australia's housing sector from Tim Toohey, Head of Macro and Strategy, suggests ...

11 MINUTE READ

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