yarra capital management

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.

The AI race is no longer just an equity story. Surging debt issuance is reshaping bond markets and creating fresh opportunities.

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

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.

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

Small caps are under-researched and widely dispersed. Goldman Sachs is using AI to turn that into an edge.

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead

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