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.
For Phil Strano (Head of Australian Credit Research), an actively managed strategy focused on a wider opportunity set may achieve better risk-adjusted returns.
5 MINUTE read
Tim Toohey (Head of Macro and Strategy) explores the paradox of booming equity markets amid the political and economic turbulence and shares a cautiously optimistic view on Australia’s growth trajectory.
13 MINUTE watch
Roy Keenan joins Atchison’s Mishan Dahia to share how Yarra’s Enhanced Income Fund has built a 22-year track record of delivering consistent returns.
13 MINUTE watch
Joel Fleming sits down with ausbiz's Andrew Geoghegan to discuss the current landscape for microcap investing, detailing three companies he believes are well placed to navigate the period ahead.
6 MINUTE watch
Roy Keenan, Co-Head of Fixed Income, sits down with host Laura Dew for the Relative Return podcast to unpack the evolving dynamics of the fixed income asset class and explain what the shifting landscape means for investors today.
20 MINUTE listen
With a successful reporting period moving into the rearview mirror, our Australian Equities team sat down with Livewire Markets to unpack the results and, more importantly, debate what lies ahead for the listed markets.
25 MINUTE watch
Amidst macroeconomic tides, finding companies that thrive across market cycles is more critical than ever. In this interview, Iain Fulton shares his framework for identifying durable growth opportunities—rooted in historical perspective and forward-looking fundamentals.
17 MINUTE watch
The global credit market is being quietly but fundamentally re-priced. According to Phil Strano (Head of Australian Credit Research), there are signs the long, comfortable era in which the US dollar’s reserve status has helped to inflate the size, depth and relative pricing of US corporate credit, is beginning to fray.
6 MINUTE read
Phil Strano sits down with The Inside Network to explore how investment-grade credit can deliver stable income and enhanced risk-adjusted return in an era of economic and interest rate uncertainty.
6 MINUTE watch
Joel Fleming catches up with ausbiz to talk through the positive early signs from the August reporting season and reinforces the merits of investors seeking diversification beyond the dominant large-cap players.
6 MINUTE watch
The Yarra Enhanced Income Fund is consistent, both in delivery of income and outperformance of its benchmark, over more than two decades. Portfolio Manager Roy Keenan explains how he's done it.
7 MINUTE watch
Reporting season is stressful, but for Johnny Russell (Portfolio Manager, Yarra Global Share Fund), it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us.
9 MINUTE read
No results found.
0 Comments