As 2024 unfolds, we are excited to share our market outlook, building on a phenomenal 2023 where we saw a 35% increase in Assets Under Management (AUM).
In our view, the major reset in U.S. monetary policy over the past two years has created a more conducive backdrop for global equities. While short term volatility remains a constant, even for quality stocks, we see these fluctuations not challenges but as opportunities to create value for our investors over the longer term.
We are also pleased to share that our Paragon Income fund has not only met but exceeded our target returns, showcasing the strength of our strategies and the dedication of our team.
Watch this video as our portfolio managers Paul, Sean and Carinn share the market outlook for 2024 covering key trends, fixed income, global equities, and opportunities to look out for.