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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

Step away from the marshmallow!

11 May 2017
The 1960s Stanford University ‘Marshmallow Test’ gave 600 children a straightforward choice: ...

2 MINUTE READ

New fixed income hire announced

New fixed income hire announced

4 Apr 2017
Yarra Capital Management today announced that it has appointed Phil Strano to join the firm’s ...

2 MINUTE READ

Postcards from China

Postcards from China

3 Apr 2017
We always learn a lot from research trips, sometimes in the most unexpected places. We were ...

2 MINUTE READ

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