Smart investing in a low interest rate world

May 19, 2016

On Tuesday we attended Platinum Asset Management’s 2016 Roadshow in Melbourne.  The main takeaway for us was that global investors should not invest geographically on a regional basis, but look for outstandMorgan Wealth Logoing businesses regardless of their corporate domicile.  At Morgan Wealth Management we believe that in a low interest rate, stagnating global economy over-burdened with seemingly unlimited debt, good investment returns will only result from astute stock picking rather than merely following the market indices.  We thought that Platinum’s global overview would be worth sharing with our followers.  Click here for some valuable insights.

Our Top Recommendations
Total returns on capital growth and dividends for year ended 31 October 2017
Blue Sky Limited
96.57%
RCR Tomlinson
63.91%
Altium
55.74%
CSL Limited
39.97%
ResMed Inc
39.70%
Beta Global Banks
32.33%
Ishares Asia 50
31.91%
Macquarie Group
29.14%
Platinum International Fund
28.61%
Reliance Worldwide
28.04%
ASX200 Accum Index (for comparison)
16.13%