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Predictable Income: Portfolio Building for Drawdown Advisers | Episode 5

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Learning: Structured

Predictable income in retirement is tougher than ever. But are most investors using the wrong tools? In this discussion, Chancery Lane’s Doug Brodie and Law Debenture’s Laura Foll reveal why investment trusts could be the ace up your sleeve for decumulation. Plus: the underappreciated benefits of trusts over open-ended funds, why equity income might trump bonds, and why history still matters. Learning Outcomes How to research sustainability of income from investment trusts The unique structure of Law Debenture and its effects on overall portfolio construction The role of a value-based investment approach in generating total return

Chapters

  • 00:15 The Challenge of Decumulation and Income
  • 03:15 Law Debenture’s Unique Structure
  • 09:35 Retail Prices Index
  • 22:00 Portfolio Construction and Risk