07 October 2025 • By Phil Strano, Head of Australian Credit Research, Yarra Capital Management • 1 min read
An actively managed strategy focused on a wider opportunity set may achieve better risk-adjusted returns. Investors chasing yields of at least 6 pe...
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US large-cap stocks have outperformed small caps for 14 years – well past the historical 10-year average. US small and mid-cap (SMID) companies h...
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When a wave of credential stuffing attacks hit Australia’s $4 trillion superannuation sector in April, it led to widespread issues. Websites and cal...
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There are five powerful themes reshaping the investment landscape and driving corporate performance, creating winners and losers across global markets...
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As emerging markets navigate deglobalisation, tariffs and regional conflicts, they are pivoting towards domestic drivers of growth and intra-regional ...
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The infrastructure fundraising environment last year has been characterised by a continuation of the shift in capital allocation dynamics that saw a c...
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AI is expected to play a greater role in coming years in helping super funds to gain deeper insights into complex investments such as those in private...
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As the AI theme continues to unfold, investors need to understand AI’s promise and its ability to upend myriad business models, industries and econo...
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The months following President Donald Trump’s tariff announcements highlight the constant evolution of the global economy and financial markets. ...
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The global credit market is being quietly but fundamentally repriced. There are signs that the long, comfortable era in which the US dollar’s res...
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