When people talk about the US stock market, they’re more than likely referring to the S&P500. This major index tracks the prices of the 500 largest publicly listed companies in the U.S.A. and represents 80% of the entire U.S. stock market capitalization (the total value of all a company’s shares of stock). Established in 1957 … Read more
When it comes to investing, it’s essential to understand how fees can compound over time and potentially affect your long-term financial goals. The sphere of investing is marked by an array of both explicit and implicit charges, irrespective of whether one chooses the avenue of direct investment in a unit trust or fund or, alternatively, … Read more
The Rand Rollercoaster The Forex Market: The foreign currency market stands as the single largest financial market on a global scale, boasting a daily trading volume that soars beyond an astonishing 85 trillion South African Rand (ZAR). South Africa’s daily forex trading volume is estimated at around 271 million ZAR. An impressive 80% of the … Read more
Download the August 2023 Paragon Market Watch below Market Watch – Paragon_202308
Active vs. Passive – the debate continues. The active versus passive asset management debate is ongoing, and despite numerous studies, there remain hardcore supporters and detractors of both approaches. In theory, active management has the potential to produce market-beating returns. The main premise for active management is that information asymmetry exists, i.e… There are inefficiencies … Read more
The Downgrade FED – Washington or Wall Street? What is a downgrade: On a high level, credit ratings are meant to denote how safe it is to invest in the debt issued by a country or a company; essentially, it’s the issuer’s creditworthiness. Credit ratings are dominated by three independent agencies: S&P Global Ratings, Moody’s, … Read more
Download the June 2023 Paragon Market Watch below Market Watch – Paragon 202307
In this newsletter we look at the Quarter 2 2023 earnings season What is Earnings Season: Earnings season happens each quarter (December, March, June, and September), whereby the majority of large, listed companies announce their quarterly earnings (usually a few weeks after each quarter). Important to note that whilst it is called earnings season, there … Read more
Download the June 2023 Paragon Market Watch below Market Watch – Paragon_0623
Overview: An article published by Bloomberg (2022) states that one in three dollars managed globally in 2021 was invested in ESG-related assets and that the total ESG investment market has accumulated more than $4 trillion since inception (Kishan, 2022). ESG stands for Environmental, Social, and Governance factors. Data from Morningstar showed a record inflow of … Read more