07/05/2026

Predictable Income: Portfolio Building for Drawdown Advisers with Anthony Lynch of JP Morgan who manages the 63 year old Claverhouse Investment Trust

Doug Brodie is joined by Anthony Lynch, income fund manager, to discuss what it takes to deliver dependable income in an uncertain investment world.

Our conversation explores the tension between yield and resilience, how good income portfolios are designed to cope with volatility, and why long‑term mindset and discipline matter more than market forecasts.

A clear, experience‑led discussion for anyone focused on sustainable retirement income.

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Predictable Income: Portfolio Building for Drawdown Advisers, with Simon Gergel who has been running £1 billion of assets in Merchants Trust for over 20 years.

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Predictable Income: Portfolio Building for Drawdown Advisers with Julian Bishop of Allianz who runs the £645 million Brunner investment trust