Staying Focused

Written by Nathan White, Chief Investment Officer

photo by Rene Ehrhardt

Right now our investment models are favoring areas such as emerging markets and resource-based sectors. Emerging markets are showing good relative strength and are improving based upon confidence that the global economic situation is improving.

Areas such as Brazil and China are benefiting from the commodity demand theme as their middle classes continue to grow. These areas were also less exposed to the credit crisis.

Improving economic prospects along with the increased global demand for commodities directly benefits resource-based sectors of the economy. We have been allocating towards these areas, and now that we are in the summer doldrums we will look for further opportunities to average into these areas on any pullbacks.

Paragon Wealth Management is a provider of managed portfolios for individuals and institutions.  Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy.  All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice.  This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.  Past performance is not a guarantee of future results.