07/05/2026

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

Doug Brodie is joined by Julian Bishop to examine how reliable income investing works in practice, not theory.

Our discussion focuses on the drivers of long‑term income, the importance of valuation and balance when markets are uncertain, and how income portfolios can be structured to deliver resilience as well as yield.

A thoughtful conversation for advisers and investors concerned with durability, discipline and outcomes.

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Predictable Income: Portfolio Building for Drawdown Advisers with Laura Foll who manages portfolios of £1.5 billion at Janus Henderson Investors

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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.