At the start of 2024, we highlighted that geopolitics, inflationary trends, interest rates and AI were the themes to watch. Indeed, these issues have each imposed themselves in the financial markets, resulting in short term volatility over the last 6 months that nevertheless, did not derail the continued ascent of the markets in the US.

Our Senior Portfolio Manager and MD Sean Quek discussed about AI-related tech stocks and how some US software companies are benefiting from this AI trend. At Paragon SAGE Fund, we continue to focus on quality companies that are not in the limelight but carry better value.

Paragon Capital Management, together with RealVantage, Asia’s leading, regulated real estate fractional investment platform, are pleased to jointly announce the formation of a consortium for the inaugural Global Real Estate Alternative and Tactical Fund (“GREAT Fund”, “Fund”). The GREAT Fund, with a target fund size of USD 50 million, completed its first close on 31 May 2024 with an overwhelming 75 per cent subscription volume within a month from launch, demonstrating strong investor commitment and interest.