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Your email address will not be published.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, 11 August | Is the ASX morphing back into an income market?

Australian equities may be entering a new income era. Proposed CGT reforms, low payout ratios, rising demand from retirees and growing earnings risks across key sectors are creating conditions where income could again become the dominant driver of returns. Marcus Ryan (Portfolio Manager, Equity Income) details why.

right-bl

7 MINUTE read

featured-Is the ASX morphing back into an income market?
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

What will the banks deliver?

8 Nov 2017
Yarra Capital Management's Dion Hershan commenting on the outlook for Australian banks, ...

1 MINUTE READ

What if the data is right?

25 Sep 2017
A broad-based and pessimistic view currently pervades the Australian economy and, in ...

3 MINUTE READ

Time to revisit small caps

16 Sep 2017
Katie Hudson is head of Australian equities research at fund manager Yarra Capital. Starting ...

1 MINUTE READ

Yarra sticking with banks

Yarra sticking with banks

15 Sep 2017
Leading Australian fund manager Yarra Capital Management is favouring banks and certain ...

1 MINUTE READ

Fundies split on Amazon threat

Fundies split on Amazon threat

28 Aug 2017
Leading fund managers are divided as to whether the nation’s top companies are doing enough to ...

1 MINUTE READ

Load More
No results found.