For post-retirement investors, COVID-19 presented yet another challenge in their pursuit of inflation-beating returns.

In June 2020, Stephen Backhouse chatted directly with the portfolio managers of the Coronation Balanced Defensive and Capital Plus funds, Charles de Kock and Pallavi Ambekar, about some of the more important questions for living annuitants in an attempt to provide a roadmap to the best way forward.

Download the slide deck

About the Webinar

The Income and Growth Challenge

For post-retirement investors, the COVID-19 crisis represents yet another challenge in their pursuit of inflation-beating returns with unprecedented monetary stimulus across the globe weighing on real return prospects. And this comes on the back of the last five years of disappointing returns from growth assets, meaning that the financial planning assumptions for many retirees are under water.

Join us as we try to answer some of the most important questions for living annuitants invested in the Coronation Balanced Defensive and Capital Plus Funds and attempt to provide a roadmap to the best way forward.

• What went wrong in Q1 that these funds didn’t deliver on capital preservation?
• For 5 years, multi-asset funds failed to beat inflation - is there a flaw in the advice philosophy?
• What are the prospects for this approach and these funds going forward?