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 31 August 2018
Afterpay Touch
380.90%
Altium Limited
183.65%
Lovisa Holdings
141.83%
Xero Ltd
114.40%
CSL Limited
78.36%
Resmed Inc
62.62%
Bingo Industries
61.40%
Macquarie Group
55.13%
Nextdc Limited
54.80%
Relance Worldwide
52.21%
ASX200 Accum Index (comparison)
15.96%