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.

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.

6 MINUTE watch

featured-Joel Fleming: Opportunity beneath the market surface

Insight, 13 July | Tim Toohey: Is Inflation Finally Under Control?

As inflation moderates and growth slows, where will the next opportunities emerge for investors? In this latest insight, Tim Toohey and Scott Haslem (LGT Wealth Management) examine the outlook for rates and markets, and debate whether Australia is entering a new phase of the economic cycle.

28 MINUTE watch

featured-Tim Toohey: Is Inflation Finally Under Control?

Insight, 7 July | Darren Langer: Home is where the yield is

Darren Langer (Co-Head of Australian Fixed Income) believes Australian bonds today offer a rare combination of attractive income, portfolio defence and compelling value. He catches up with Livewire Markets to detail why.