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- Category: Corporate News
- Yarra Appoints Inaugural Chief Sustainability Officer
- Yarra Launches Private Market Equity Capability
- Yarra announces new Distribution team leadership
- Yarra launches Market Neutral capability
- Ian Macfarlane AC joins The Yarra Exchange
- Tim Mugglestone joins Yarra Capital
- Making sense of the February reporting period
- Yarra announces investment team hires and promotions
- Tim Toohey joins The Yarra Exchange
- The Rate Debate – Ep21
- Edward Eason appointed Managing Director
- Yarra completes acquisition of Nikko AM’s Australian business
- Dion Hershan joins The Yarra Exchange
- Yarra enters into partnership with Nikko Asset Management
- Roy Keenan tackles The Yarra Exchange
- Katie Hudson joins The Yarra Exchange
- Australian Equities team promotes four
- Tracy Brown joins Yarra Capital
- Mark Lazberger joins Yarra Capital
- Yarra appoints new Distribution Manager
- The Yarra Exchange featuring Ahmed Fahour
- Introducing The Yarra Exchange
- Yarra appoints Chief Commercial Officer
- Tim Toohey commences with Yarra Capital
- Yarra Capital appoints Tim Toohey
- Yarra launches Absolute Credit Fund
- Yarra launches Absolute Credit Strategy
- Masato Degawa joins Yarra Capital
- Michael Gordon to Join Yarra Capital Management
- New fixed income hire announced
- Postcards from China
- Haven’t we seen this movie before?
- Cutting into the bone
- Deja vu all over again
- Category: Featured
- The Rate Debate – Ep38
- Turmoil highlights virtues of Australian Bank T2s
- The Rate Debate – Ep37
- Feb 2023 Reporting Season Summary
- Tim Toohey: Banking crisis far from over
- Hybrids: Opportunities Abound
- Tim Toohey: June 2023 Quarter Update
- The Rate Debate – Ep36
- Tim Toohey: This is going to hurt
- The Rate Debate – Ep35
- Katie Hudson’s 2023 Australian Equity Outlook
- Roy Keenan’s 2023 Fixed Income Outlook
- Battleground ESG issues for 2023
- Dion Hershan’s stock for the year ahead
- Katie Hudson joins AFR Chanticleer podcast
- Bonds the natural place for 1Q23
- Cashflow pothole in energy transition journey
- The Rate Debate – Ep34
- Economists are idiots!
- The Rate Debate – Ep33
- Four key reasons for adding risk into Q4
- The Rate Debate – Ep32
- Unpicking the August reporting period
- The Rate Debate – Ep31
- The Rate Debate – Ep30
- Why are we so afraid of normal?
- Tim Toohey: the three coming events that matter most
- The Rate Debate – Ep29
- Wary on High-Yield and Private Debt
- Tim Toohey: A real and rising probability of recession
- RBA ignores weaker real economy and hikes
- The Rate Debate – Ep28
- Good luck finding an underground engineer
- Why “making dirty cleaner” is key to 2030
- T2 the Best Bang for Buck
- The forgotten asset class set to outperform in 2022
- The Rate Debate – Ep27
- RBA turns hawkish
- Ukraine invasion dominates Q1
- Six rules for investing in hybrids
- Receding tide reveals the best opportunities
- The Rate Debate – Ep26
- Why your hybrid fund should be actively managed
- Banks not the old oligopoly
- The Rate Debate – Ep25
- Tim Toohey: What war in Ukraine means for investors
- History never repeats… or does it?
- Boring Is Beautiful
- Seeking an antidote for higher inflation
- The Rate Debate – Ep24
- Tim Toohey’s Quarterly Economic Update
- Three Themes for Small Caps in 2022
- The Rate Debate – Ep23
- Both Sides of the Credit Story
- The Rate Debate – Ep22
- Tim Toohey: Big trouble in shrinking China
- Let’s Talk About the Other 66%
- Tim Toohey’s Quarterly Economic Update
- Webinar: Evolving Companies Benefiting from ESG Disruption
- 3 key drills to investing in Future Quality companies
- Four key themes in small caps
- The Rate Debate – Ep20
- The Looming Housing Excess
- Inflation: still sceptical?
- 7 Easy Ways to Get Hurt
- How to avoid portfolio bombs
- The Rate Debate – Ep19
- Fixated podcast with Darren Langer
- Tim Toohey’s Quarterly Economic Update
- Savings, Wealth and Booming Consumption
- Value in the eye of the (credit) beholder
- Why are Australia’s credit zombies MIA?
- Are we now at the top of the V-shaped recovery?
- Yields march on, but what about credit margins?
- Tim Toohey: The 5 key factors to watch for Q2
- Deeper dive: SEEK
- Fond memories
- Rates to rise with long-term inflation expectations
- Fixed Income Update: What do we own (and why)?
- Rising inflation expectations key for asset markets
- Industrials prove their worth
- Subdued supply to drive further outperformance
- Does the TFF’s demise spell an end for smooth sailing?
- Deeper dive: David Jones
- How is 2021 shaping up for Australian credit?
- Deeper dive: APPF
- Microcaps: Opportunities abound
- Searching for income? Help is on its way!
- Healthcare outlook rests on vaccine rollout
- RBA’s biggest COVID challenge lies ahead
- Is the Australian economy set to run in 2021?
- 2021 Global Macroeconomic Outlook
- Vacations might not be the only thing ‘staying local’
- Australian economy leads the US for relative growth
- ASX heads for a post-recession profit surge
- Word of the Year – 2021?
- Time Called on NAB’s Perpetual Golden Egg
- Can credit replace lost dividends in a zero-rate world?
- Set Sail for Home
- The dilemma facing Australian savers
- Why WAAAX stocks have a revenue durability problem
- Tech earnings not immune to COVID-19
- Are BBBs the Key in a Low Yielding World?
- RBA pivot raises more questions than answers
- Return of the A$ corporate hybrid market
- REIT credit underpinned by bricks and clicks
- Scouring for Microcap COVID winners
- Finding Value in the COVID-4
- “Buy July” Caution as Retail Takes Off
- The Consumer Paradox
- Office values face COVID-19 heat
- Office REITs: Focussing on what we know
- Seven questions with Joel Fleming
- Australian housing: it pays to be conservative
- Dispersion, dislocation and opportunity
- The economy is not the stock market!
- Nanosonics: a global leader in infection prevention
- Finding Value in ‘Through The Cycle’ Balance Sheets
- Catching the Credit Reset
- Consumer Stimulus vs. Income Shock: Who wins?
- Australia to emerge with V-shaped recovery
- Tim Toohey speaks with The Business
- How GFC winners are playing it now
- The V-shape recession and recovery
- COVID-19: The top 5 questions for Australia right now
- How this fundie is stress-testing stocks
- Maintaining conviction in Major Bank Hybrids
- 7 questions with Katie Hudson
- Global equity markets resuscitated by global stimulus promise
- A$ catches a virus on the path to ‘fair-value’
- Value in Contrarian Credit
- Three asset classes to avoid
- RBA’s inflation target invites rethink
- Energy infrastructure should get greater share
- Economists warn tech is disrupting economic data
- Tax reforms needed to energise investment
- Australian companies not taking enough risk
- House prices set to reclaim 2017 peak
- Healthcare outlook good for service providers
- SEEK and you shall yield
- Why the right CEO matters more than ever
- Momentum works well (until it doesn’t)
- Why we invested in David Jones debt deal
- Why central bank liquidity will pump shares higher
- Toohey: Reflation, a liquidity driven turning point
- Markets on the cusp of historic backflip
- RMBS Diamonds in the Rough
- Don’t Look Down!
- Retail REITs deals a concern for debt investors?
- Anyone for a REITs ‘bargain’?
- Is the future closer than you think?
- Resilient shares for all seasons
- New Year’s resolutions or old habits?
- Strong social outcomes matter
- No permanent blue chips
- Australia grabs clear credit advantage
- Short Memories, Anyone For Oil?
- Banks drive lucrative void in Australian private debt
- Private Hospital Groups face painful rehabilitation
- Back long-term behaviours
- Beware the Big Industrials Squeeze
- What Do Tesla and Argentina Have in Common?
- China – Want Clean Air? Try More LNG
- Now Let’s Talk Housing…
- The Boat Owner’s Impasse
- End of Beta in Corporate Credit?
- A Clear and Present Dilemma
- China Trip: Policy Matters
- The perils of ‘range-bound’ thinking
- Bitcoin: Like being sober at Woodstock
- What if the data is right?
- Forecasting is Difficult, Particularly About the Future
- Bring back the IPO discount…
- Balancing the rhetoric
- Step away from the marshmallow!
- Is China Steel & Coal Consumption Peking?
- Category: Market Insights
- Phil Strano: The Private Debt Reckoning
- Dion Hershan: Time for the scalpel (not the sledgehammer)
- A Year for Higher Quality Income
- Chris Rands: When inflation meets recession
- Joel Fleming: The 2023 outlook for microcaps
- Chris Rands: Investing when central bank policy splinters
- APRA’s ‘Uneconomic’ Refinancings: Own Goal in the Making
- Listening to the Wind of Change
- Is the best value for Australian credit not in Australia?
- History rhymes: What to avoid in a market bubble
- Don’t Count on a Consumer Crash
- Everybody loves fairy tales
- Stamp duty flood slows to a trickle
- Category: Media Centre
- Inflation, volatility and unreliable central banks
- Three microcap budget winners
- Ignore the ‘hype’
- Hacopian lands at Yarra
- COVID-19 cuts through economy
- Rollercoaster ride as volatility continues
- The World’s Most China-Reliant Economy Reels
- Bracing for profit season
- How the J Curve saved a rate cut
- Retail property: find the quality skew
- GDP data delivers profit warning
- Yarra adds Chief Commercial Officer
- The best and worst of reporting season
- Seek claims victory over short-terminism
- Yarra targets wholesale market
- Yarra launches Absolute Credit Fund
- Earnings season hits and misses
- Watching for red flags
- A time for optimism
- Backing a long-term mindset
- Moving into 2018 with resilience
- See through the noise for value
- Active manager launches credit strategy
- How paranoia saved Seek’s skin
- What will the banks deliver?
- Time to revisit small caps
- Former BlackRock head joins Yarra
- Yarra Capital appoints Japan adviser
- Yarra sticking with banks
- Fundies split on Amazon threat
- Amazon not about winner takes all
- Battle-scarred miners
- Banks dodge capital bullet
- APRA plans deliver clarity
- The Big Picture
- New board member for Yarra Capital
- Former Perpetual executive joins Yarra Capital
- Former Fidelity CIO joins Yarra Board
- Amazon effect puts IPOs under a cloud
- Subdued growth horizon for major banks
- Resources likely range-bound ahead
- Valuations ahead of fundamentals
- Yarra Capital adds to Fixed Income team
- Yarra Capital recruits senior PM
- Yarra Capital appoints Phil Strano
- Ex-GSAM Aussie arm rebrands
- Yarra Capital to launch Jan 2017
- Burgess to chair Yarra Capital
- Burgess returns to chair Yarra Capital
- Yarra Capital to focus on growth
- Warning on capital investment drought
- Hershan: still ‘absolute value’ in banks
- Category: Podcast
- Category: Uncategorized
- Tony Glover
- Daphne He
- John Sotiropoulos
- David Schwartz
- Carmen Barrett
- Nioka Maquinad
- Erin Kuo
- Josh Baron
- David Acton
- Roy Mao
- Hugh Morgan
- Andrew Smith
- Rhys Corry
- Tim Mugglestone
- Josh Ginges
- Tony Andronaco
- Charl Marais
- Edward Eason
- Leo Leslie
- Darren Langer
- Garvin Louie
- Lisa Walker
- Robbie Parkinson
- Damien Casey
- Mark Lazberger
- Rommel Hacopian
- Mathew Wong
- Luke Wynd
- Vito D'Introno
- Tim Toohey
- Joel Fleming
- Olivia Bayley
- Edward Waller
- Miyuki Krihara
- Simone Conacher
- Nick Green
- Tina Everist
- Phil Strano
- Roy Keenan
- Michael Steele
- Marcus Ryan
- Edward Sippel
- Michael Gordon
- Masato Degawa
- Michael Berk
- Mark O’Neill
- Katie Hudson
- Dion Hershan
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