07/05/2026

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.

Doug Brodie is joined by James Lowen, income fund manager at JO Hambro Capital Management, to unpack what really drives sustainable income over the long term.

Together we explore why discipline matters more than forecasts, how to balance yield with resilience, and the practical decisions behind building portfolios that can keep paying through market cycles.

A thoughtful discussion for advisers and investors focused on dependable income, not short‑term noise.

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

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