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 12 months ended 31 May 2018
Lovisa
207.73%
Altium
150.24%
Reliance Worldwide
81.64%
Bingo Industries
59.39%
Orocobre
55.13%
CSL Limited
45.23%
Resmed Inc
45.02%
Macquarie Group
33.39%
Ishares Asia 50 Etf
17.57%
Platinum Asia
15.66%
ASX200 Accum Index (for comparison)
9.63%