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 Picks
Total returns on capital growth and dividends for 10 months ended 31 October 2019. Past performance is not a reliable indicator of future performance.
Zip Co Ltd
244.95%
Nanosonics
139.44%
Afterpay Touch
132.74%
Nearmap Ltd
78.67%
Appen Limited
71.08%
CSL Limited
39.71%
Goodman Group
36.78%
ResMed Inc
34.26%
Atlas Arteria
33.07%
Macquarie Group
26.57%
ASX200 Accum Index (comparison)
22.12%