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Everything from Yarra Capital Management

Podcast 23: The reopening trade to determine economic growth in 2022

From Yarra Capital Management

One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is

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09 Dec 2021

Yarra Capital management announces investment team hires and promotions

From Yarra Capital Management

Yarra Capital Management (Yarra), one of Australia’s largest independent active fund managers, has announced two new hires and two promotions within its investment teams. Rhys Corry will join Yarra as

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09 Dec 2021

Podcast 22: Bond market loses confidence in the RBA’s forward guidance

From Yarra Capital Management

While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential

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05 Nov 2021

Podcast 21: Is the heat coming off the housing market?

From Yarra Capital Management

While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential

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08 Oct 2021

Podcast 20: Is the RBA banking on a rebound?

From Yarra Capital Management

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,

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10 Sep 2021

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

From Yarra Capital Management

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

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26 Aug 2021

Podcast 19: RBA sees Delta impact as a temporary phenomenon

From Yarra Capital Management

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

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05 Aug 2021

Yarra Capital Management hires ex-CBA Managing Director

From Yarra Capital Management

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

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26 Jul 2021

Are we now at the top of the V-shaped recovery?

From Yarra Capital Management

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are relative to consensus, and for

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06 May 2021

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

From Yarra Capital Management

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

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13 Apr 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]