Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
8 Nov 2017
Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
30 Mar 2022
History rhymes: What to avoid in a market bubble
By Iain Fulton (Portfolio Manager) and Will Low (Head of Global Equities), Nikko AM, Yarra Capital Management’s global partner For...
12 minute read
26 Mar 2019
Retail REITs deals a concern for debt investors?
Phil Strano, Portfolio Manager at Yarra Capital Management, looks at two recent REIT deals and explains why he expects to...
3 minute read
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