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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
Backing a long-term mindset

Backing a long-term mindset

5 May 2018
Dion Hershan, head of Australian equities at Yarra Capital Management, sums up the mood of ...

1 MINUTE READ

Now Let’s Talk Housing…

11 Apr 2018
Hysterical commentators continue to crow about the pending crash in Australian housing and ...

3 MINUTE READ

The Boat Owner’s Impasse

5 Mar 2018
Dion Hershan, Managing Director and Head of Australian Equities, provides his observations ...

3 MINUTE READ

A Clear and Present Dilemma

A Clear and Present Dilemma

30 Jan 2018
"Success breeds complacency. Complacency breeds failure. Only the paranoid survive.” Andy ...

2 MINUTE READ

China Trip: Policy Matters

14 Dec 2017
We recently returned from an investment trip to China and, as is usually the case, arrived ...

2 MINUTE READ

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