The issuance of this debt is expected to reach a record $AU900 billion this year, driven by strong growth in Europe and growing interest in Asia.
Trump 2.0 isn’t an anomaly; it’s the end game of decades of civic and institutional erosion. Democracy has been backsliding, not because of coups but through compliance, distraction and rule-bending. For those in the capital markets, the warning signs aren’t just political, they’re systemic – and economically material.
Rask Podcast with Contact’s Tom Millner & Will Culbert
The latest instalment of Rask Australia’s The Australian Investors Podcast features portfolio managers Tom Millner and Will Culbert from Contact Asset Management.
Contact AM is the investment manager behind the BKI listed investment company, WHSP Large-Cap portfolio, and an ex-50 fund.
Will and Tom were kind enough to join Owen via video link from their Sydney office, with a photo of the Contact racing horse behind them.
Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.
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