Yarra Capital Management 
Relative Return: How fixed income got its defensiveness back
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
Navigating the AT1 hybrids transition
One of the most significant surprises of 2024 was the plan announced by the Australian Prudential Regulation Authority’s (APRA) to...
A new era dawns for Hybrids
As bank issuance shrinks, corporate hybrids are in the ascendent, with non-financial corporate hybrids potentially instrumental in powering Australia’s energy...
Capturing income in a ‘higher for longer’ environment
In a “higher for longer” interest rate environment, it’s important to find quality income while avoiding adding risk. Here’s how...
Small caps, big opportunities
There are compelling tailwinds driving global small-cap stocks at the moment, which present an opportunity for Australian investors. However, many...
Avoiding the ‘Mundane Seven’: why the Ex-20 is a sweet spot for returns
While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return...
Hybrids: The how and why
Hybrid securities can offer investors equity-like returns, yet with a lower level of risk. Here’s a rundown on hybrids and...
Identifying future small caps
The idea of 'permanent blue chips' in Australia is seriously challenged. In his latest insights piece, Dion Hershan, Head of...
