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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
Cutting into the bone

Cutting into the bone

9 Mar 2017
Companies frequently talk about taking out costs, boosting productivity and just simply ...

2 MINUTE READ

Deja vu all over again

Deja vu all over again

14 Feb 2017
Behavioural finance tells us that, remarkably, most calendar years start with high ...

2 MINUTE READ

Ex-GSAM Aussie arm rebrands

Ex-GSAM Aussie arm rebrands

11 Dec 2016
Goldman Sachs Asset Management's (GSAM's) Australian equity and fixed income business will ...

1 MINUTE READ

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