adviser
Institutional
INDIVIDUAL

LOG ON

INVEST

BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?

close-btn
close-btn

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

close-btn

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.
left-bl
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.

right-bl

6 MINUTE read

featured-Dion Hershan: Navigating a Frustrating Environment
left-bl
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.

right-bl

7 MINUTE read

featured-Phil Strano: Blockbuster AI debt issuance is coming
left-bl
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.

right-bl

6 MINUTE watch

featured-Joel Fleming: Opportunity beneath the market surface

Finding Value in the COVID-4

14 Sep 2020
Dion Hershan, Head of Australian Equities, looks at the August reporting season in the large ...

3 MINUTE READ

The Consumer Paradox

26 Aug 2020
The Australian consumer was dormant for years heading into 2020, with muted growth blamed on ...

3 MINUTE READ

Load More
No results found.