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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
Deeper dive: SEEK

Deeper dive: SEEK

29 Mar 2021
Roy Keenan, Head of Australian Fixed Income and Portfolio Manager of the Yarra Enhanced Income ...

3 MINUTE READ

Fond memories

Fond memories

24 Mar 2021
With the post-COVID economic recovery exceeding expectations, Dion Hershan, Head of Australian ...

3 MINUTE READ

Deeper dive: David Jones

15 Feb 2021
Roy Keenan, Head of Australian Fixed Income and Portfolio Manager of the Yarra Enhanced Income ...

3 MINUTE READ

Deeper dive: APPF

1 Feb 2021
Roy Keenan, Head of Australian Fixed Income and Portfolio Manager of the Yarra Enhanced Income ...

3 MINUTE READ

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