yarra capital management

Latest news and analysis on yarra capital management

Reporting Season

Surprise ASX beats and misses, sleeper stocks and overrated/underrated

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.
EML
GMG
+3
Chris Conway
Livewire Markets
Reporting Season

6 high-conviction ASX stock picks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
CCL
DNL
EOL
+3
Chris Conway
Livewire Markets
Markets

10 actionable investment ideas for the year ahead

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.
Dion Hershan
Yarra Capital Management
Income

Blockbuster AI debt issuance: coming to a bond market near you

The AI race is no longer just an equity story. Surging debt issuance is reshaping bond markets and creating fresh opportunities.
Phil Strano
Yarra Capital Management
Income

When it comes to income, home is where the yield is

Why Yarra's Darren Langer believes Australian bonds offer a rare combination of attractive income, portfolio defence & compelling value.
Chris Conway
Livewire Markets
Markets

The next move in rates could come sooner than expected - here's what it means

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.
Tim Toohey
Yarra Capital Management
Income

Offering equity-like returns, the income opportunity has rarely been better

Yarra's Roy Keenan explains why fixed income still offers compelling yields, attractive risk-adjusted returns and fresh opportunities.
Chris Conway
Livewire Markets
Shares

The 4,000 stock universe most fund managers can't fully cover - and how Goldman Sachs does

Small caps are under-researched and widely dispersed. Goldman Sachs is using AI to turn that into an edge.
Anna Dadic
Livewire Markets
The Rules of Investing

The decisions Dion Hershan is making now that could set up portfolios for a decade

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead
NXT
The Rules of Investing
Livewire Markets
Fixed Income

Roy Keenan: 6% and sleeping well in the best market I’ve seen

Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward
Chris Conway
Livewire Markets
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