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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, 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.

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7 MINUTE read

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

Battle-scarred miners

22 Jul 2017
Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily ...

1 MINUTE READ

Banks dodge capital bullet

Banks dodge capital bullet

20 Jul 2017
"This was probably the number one issue for the banks so the fact that it has been concluded ...

1 MINUTE READ

APRA plans deliver clarity

APRA plans deliver clarity

19 Jul 2017
Yarra Capital Management said there had been lots of alarmist commentary ahead of the ...

1 MINUTE READ

The Big Picture

The Big Picture

1 Jul 2017
Dion Hershan from Yarra Capital Management does not agree with Scott Morrison's $6 billion ...

1 MINUTE READ

Balancing the rhetoric

Balancing the rhetoric

19 Jun 2017
The deafening chorus of market commentators declaring an Australian housing bubble, an ...

3 MINUTE READ

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