Podcast 20: Is the RBA banking on a rebound?

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The RBA expects a material slowdown in economic growth in September, but is forecasting a bounce-back in December that will stretch into the first half of 2022. Given market uncertainties, is the RBA’s confidence justified and could it mean higher interest rates are coming? Tune in to hear Darren Langer and Chris Rands debate their

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The looming large excess of housing (and what to do about it)

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In an apparent suspension of collective logic, it appears few people have asked what happens when you provide massive incentives to bring forward an unprecedented spike in house construction while simultaneously choking off future demand by halting net migration. Away from the fog of COVID, any reasonable minded person would have concluded that unless the

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Podcast 19: RBA sees Delta impact as a temporary phenomenon

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The RBA continues to be optimistic despite the current state lockdowns, forecasting the economy to bounce back quickly once the virus is contained. Is the RBA taking a gamble on their positive outlook given the uncertainties in the market right now? Tune in to hear Darren Langer and Chris Rands debate their views in episode

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Yarra Capital Management hires ex-CBA Managing Director

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Yarra Capital Management (Yarra) has announced the appointment of Edward (Ed) Eason as Managing Director, commencing mid-August 2021. Mr Eason will have oversight of Yarra’s day-to-day operations, and will be responsible for the delivery of Yarra’s strategic priorities. He will be based in Melbourne, and will lead the Firm’s senior management team. Mr Eason is

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Yarra Capital Management completes acquisition of Nikko Asset Management’s Australian business

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Further to the announcement of 2 March 2021, Yarra Capital Management (Yarra) confirms that it has now completed the acquisition of Nikko Asset Management’s Australian business. Under the terms of the agreement, Yarra has now assumed ownership of Nikko AM’s Australian subsidiary, Nikko AM Limited, and its associated entities. Yarra Capital Management is now one

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