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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

RMBS Diamonds in the Rough

31 May 2019
We have been cautious on Residential Mortgage-Backed Securities (RMBS) for some time due to ...

2 MINUTE READ

Don’t Look Down!

29 May 2019
As financial markets grind up (or on some exchanges 'melt up'), it’s worth pausing to ...

3 MINUTE READ

Strong social outcomes matter

Strong social outcomes matter

18 Jan 2019
Incorporation of environmental, social and governance (ESG) analysis into investment processes ...

1 MINUTE READ

No permanent blue chips

27 Nov 2018
“I have always described my vision of hell as having to value GE over and over again, for ...

3 MINUTE READ

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