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 30 June 2019
Afterpay Touch
168.13%
Appen Limited
109.95%
Nanosonics
77.85%
Goodman Group
59.36%
Rio Tinto Limited
29.41%
Atlas Arteria
26.13%
WTFS Global Core Infrastructure
18.425
Vaneck US Wide Moat ETF
16.69%
ASX200 Accum Index (comparison)
11.55%