Battleground ESG Issues for 2023
Dr Erin Kuo, Chief Sustainability Officer with Yarra Capital Management, details her views on the key sustainability and ESG issues companies will likely face in the year ahead.
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Economists Are Idiots!
As a long-time card-carrying member of the economics fraternity, Yarra Capital’s Tim Toohey doesn’t make this statement lightly: Economists are idiots.
Read MoreGood Luck Finding an Underground Engineer
Dion Hershan, Yarra CM’s Head of Australian Equities, provides his reflections on a recent trip to Western Australia and details three key challenges facing Australia’s resources sector.
Read MoreSix Rules for Investing in Hybrids
To help you make heads or tails of hybrids, Roy Keenan, Co-Head of Australian Fixed Income at Yarra Capital Management, shares his six principles for investing in these products.
Read MoreThree Themes for Small Caps in 2022
Michael Steele, Co-Portfolio Manager of Yarra’s Australian Smaller Companies Equities Strategy, looks at three themes for Australian small caps moving into 2022.
Read MoreThe Looming Housing Excess
Analysis of Australia’s housing sector from Yarra Capital’s Tim Toohey suggests excess supply is coming on the back of historic government stimulus measures and an absence of net migration.
Read MoreSeven Easy Ways to Get Hurt
In his latest Australian Equities Insight, Dion Hershan, Head of Australian Equities at Yarra Capital, looks at some of the easy ways for investors to get hurt in the current environment.
Read MoreSavings, Wealth and Booming Consumption
Yarra Capital’s Tim Toohey believes that fundamentals and data are providing strong evidence that the current resurgence in consumption will not peter out in coming months. Here’s why.
Read MoreWhy are Australia’s Credit Zombies MIA?
Yarra Capital’s Phil Strano takes a look at the respective risk and return profiles of Yarra’s Australian credit portfolios with comparable credit portfolios/indices in the US.
Read MoreIndustrials Prove Their Worth
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, explains the recent significant outperformance of Industrials, looks at current valuations and details why he’s a happy holder of Triple B corporate securities.
Read MoreFinding that Needle of Income in the Haystack of Low Rates
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities.
Read MoreOur vacations might not be the only thing ‘staying local’ for a while
Australian investors are known to be very parochial, and have historically reflected this attitude with a home bias – possibly because of the lure of familiarity with companies, franking credits and the currency hedge (most spend in Australian dollars).
Read MoreWord of the Year – 2021?
Dion Hershan, Head of Australian Equities at Yarra Capital Management, looks at the opportunities that are emerging from a bleak 2020.
Read MoreSet Sail for Home
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, details why he believes the post-pandemic recovery shaping up well for Australian credit investors.
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