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 Stock Recommendations
Percentage returns as capital growth and dividends for year ended 31 May 2017
Challenger Limited
37.15%
Altium Ltd
35.26%
Macquarie Group
26.02%
National Aust Bank
18.23%
ResMed Inc
17.39%
ANZ Banking Group
16.21%
Arena REIT
14.14%
Folkestone Education
13.67%
CSL Limited
13.18%
Sonic Healthcare
11.73%
ASX200 Accum Index (for comparison)
10.96%