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 31 July 2017
Challenger Limited
38.79%
Blue Sky Limited
22.97%
Altium Ltd
22.24%
Macquarie Group
21.70%
Crown Resorts CWNHB
18.79%
Platinum International Fund
18.26%
AMA Group
12.65%
Crown Resorts
9.59%
State Global Equity Fund
8.54%
CSL Limited
8.24%
ASX200 Accum Index (for comparison)
7.33%