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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

Hacopian lands at Yarra

26 Mar 2020
It's reunion time at Yarra Capital Management, as Challenger's general manager of national ...

1 MINUTE READ

COVID-19 cuts through economy

COVID-19 cuts through economy

26 Mar 2020
Up to 50,000 jobs have been axed or earmarked for cuts across corporate Australia in just days ...

2 MINUTE READ

7 questions with Katie Hudson

7 questions with Katie Hudson

11 Mar 2020
We’ve just emerged from the weakest reporting season since the GFC. Did any company produce a ...

2 MINUTE READ

Bracing for profit season

Bracing for profit season

10 Feb 2020
Strap yourselves in. Earnings season, which gets properly under way today, is likely to be a ...

1 MINUTE READ

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