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 James Lowen, who runs the £2.7 billion JO Hambro UK Equity Income fund - the only open-ended fund recommended.