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.
Doug Brodie of Chancery Lane sits down with Simon Gergel, Chief Investment Officer of The Merchants Trust, to explore what reliable, inflation‑beating income really looks like for retirees and advisers.
We discuss how long‑term dividend growth is achieved, why portfolio construction matters more than predictions, and what investors can learn from funds that have delivered rising income through multiple market cycles.
A practical, plain‑English watch 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.
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