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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
Yarra targets wholesale market

Yarra targets wholesale market

7 Nov 2018
Melbourne-based boutique manager Yarra Capital Management recently opened its absolute credit ...

1 MINUTE READ

Short Memories, Anyone For Oil?

12 Oct 2018
We firmly believe that ‘patience’ and ‘temperament’ are competitive advantages for investing. ...

2 MINUTE READ

Back long-term behaviours

10 Aug 2018
Phil Strano, Senior Investment Manager at Yarra Capital Management, explains how the balanced ...

2 MINUTE READ

Watching for red flags

Watching for red flags

1 Aug 2018
Professional investors are clearing their desks and sharpening their pencils ahead of the ...

1 MINUTE READ

A time for optimism

A time for optimism

9 Jun 2018
The biggest jump in GDP in seven quarters. The 16th trade surplus in 18 months. Data showing a ...

1 MINUTE READ

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