Predictable Income: Portfolio Building for Drawdown Advisers | Episode 2
|
Learning: Unstructured
Are annuities really the safest bet for retirement? Chancery Lane's Doug Brodie challenges this idea with Simon Gergel, Chief Investment Officer, UK Equities at Allianz Global Investors and Manager of The Merchants Trust. Their research reveals that investment trusts often beat fixed returns, offering stronger, inflation-proof income and real growth potential.
Learning Outcomes:
- The role of investment trust revenue reserves in smoothing income
- How fund managers gain visibility over future income streams from their portfolios
- Considerations when picking the ideal long-term equity income stock
