Download the June 2023 Paragon Market Watch below
Global markets continue to be shaped by the dominance of the so-called Magnificent 7 – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. Yet these firms now represent something far larger: the Magnificent 70. Through hundreds of acquisitions and multi-sector expansion, they have evolved into powerful global ecosystems driving innovation, infrastructure, and long-term investment growth.
GLOBAL PERSPECTIVES The third quarter of 2025 saw a broad-based rally across most asset classes, driven by easing trade tensions, AI optimism, and rising expectations for near-term rate cuts from the U.S. Federal Reserve. This year has tested investor resolve with a litany of concerns: tariffs and trade wars, inflation, geopolitical tensions, social unrest, soft
How Does a U.S. Government Shutdown Impact Markets? On Wednesday, the U.S. federal government officially entered a shutdown after Congressional Democrats and Republicans failed to agree on a funding package. Government shutdowns occur when Congress does not pass, or the President does not sign, the necessary appropriations bills or continuing resolutions for the new fiscal
Understanding the Divergence in Short- and Long-Term Interest Rates: Insights from the US and South Africa On Wednesday, 17 September 2025, the US Federal Reserve cut its benchmark interest rate by 25 basis points, lowering the federal funds rate to a range of 4.00% to 4.25%. This marks the Fed’s first rate cut since December
Global Perspectives Investor sentiment remained resilient in August, supported by data showing that global economic activity continues to hold up while inflation trends remain under control. Despite downbeat US labour market releases and concerns around the commercial impact of artificial intelligence (AI), equity and bond markets delivered broadly positive results. The MSCI All-Country World Index
Kyle is a seasoned financial professional, boasting over seven years of expertise in global investment markets and comprehensive structuring. He possesses extensive experience in managing South African exchange control regulations. Specializing in devising strategic solutions, Kyle excels at optimizing investment strategies for individuals and families, while also providing efficient structuring solutions that adeptly navigate complex regulatory landscapes.