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
Percentage returns as capital growth and dividends for year ended 30 September 2017
Blue Sky Limited
50.33%
Beta Global Banks
37.59%
Betashares Wt Europe
27.08%
CSL Limited
26.83%
Challenger
25.81%
Arena REIT
22.98%
Ishares Global 100 Hedged
21.48%
Platinum International Fund
20.85%
Ishares Asia 50
20.00%
Orocobre Ltd
19.84%
ASX200 Accum Index (for comparison)
9.25%