I chatted with Dr Adrian Saville from Genera Capital about inflation targeting. Not only is it a relatively new concept (The US only introduced it in 2012, while New Zealand was the first in 1990), but there is also no hard science behind the idea. However, it does have benefits in terms of setting inflation expectations.

You can also listen to this podcast on iono.fm here.

Tobacco has many issues around regulation, albeit reduced since the settlements in the late 1990s. I spoke with Philip Short from Flagship Asset Management about the risks. We also dug into the valuation of British American Tobacco, which is offering solid Sterling dividends, while multiples are not demanding at all.

You can also listen to this podcast on iono.fm here.

Women are underrepresented in the workforce globally, and I spoke with Sanisha Packirisamy from Momentum Investments about the trend of increased inclusion. She notes research that shows more women working has a positive impact on a country’s GDP, but it needs to start early with increased childhood education.

You can also listen to this podcast on iono.fm here.

Fortress’s results showed its lowest vacancy levels since listing in 2009, and I spoke with CEO Steven Brown about recent results. It’s still unable to pay dividends after shareholders rejected a change in status, but this does mean it’s paying down debt, leaving the loan-to-value (LTV) at the bottom end of its target range.

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You can also listen to this podcast on iono.fm here.


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