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Yarra Capital Management is a leading independent, active Australian fund manager with a strong local market heritage.
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Posts by category
Category:
Corporate News
Yarra appoints new Investment Manager
Yarra Appoints Inaugural Chief Sustainability Officer
Yarra Launches Private Market Equity Capability
Yarra announces new Distribution team leadership
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
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 – Ep45
Tim Toohey: Big Super’s Big Impacts
The Rate Debate – Ep44
Phil Strano: Can Corporate Hybrids Rescue the Office REITs?
Dion Hershan: Identifying Future Small Caps
Future Quality Insights: Focus on the knowns in an era of unknowns
Tim Toohey: December 2023 Quarter Update
The Rate Debate – Ep43
Phil Strano: The looming default cycle threatens private credit
Unpacking earnings season
The Rate Debate – Ep42
Phil Strano: Are you missing out on supercharged income?
Marcus Ryan: Are Retail A-REITs finally on sale?
Phil Strano: As Good as it Gets?
The Rate Debate – Ep41
Michael Steele: Expectations run adrift
Michael Steele: Meaningful earnings downgrades to come
The Rate Debate – Ep40
Dion Hershan: Confirmation bias and pyrrhic victories
Tim Toohey: RBA’s Shifting of Goal Posts Risks a Hard Landing
Tim Toohey joins The Money Puzzle podcast
Tim Toohey: Sept 2023 Quarter Update
Michael Steele: Buying opportunities emerge
The Rate Debate – Ep39
Katie Hudson joins the AFR Chanticleer podcast
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
Why now is not the time to be passive in fixed income
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
Microcaps: Copper a key piece of the puzzle
Michael Steele: Small Caps Remain Compelling
Joel Fleming: October was tumultuous, where next for equity markets?
Michael Steele: Two mining stock selections
Joel Fleming: Microcap stock picks
Michael Steele: Why small caps are set for a bounce back
Joel Fleming: The promising sectors out of this reporting season
Michael Steele: Are small caps going to exceed expectations?
Joel Fleming: Three microcaps with huge potential
Tim Toohey: Signal or Noise?
Joel Fleming: Navigating the small and mighty
Joel Fleming: Lessons in resilience
Katie Hudson: Never a better time to be a female investor
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
Teams
Jessica Ren
Angus Jenkins
Tony Glover
John Sotiropoulos
David Schwartz
Carmen Barrett
Nioka Maquinad
Erin Kuo
Josh Baron
David Acton
Roy Mao
Hugh Morgan
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
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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