Global Shifts & Market Signals, A Midyear 2025 Check-In - 5/22/25
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Global Shifts & Market Signals, A Midyear 2025 Check-In - 5/22/25
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In this episode of Paramount Wealth Perspectives, host Chris Coyle sits down with Chief Investment Officer Scott Tremlett to unpack the latest movements in global economic rankings as of May 14, 2025. They explore why India now leads the world in growth momentum, how rising tariffs are fueling inflation and complicating Fed policy, and why developed international markets may offer better value than U.S. equities. Scott also shares his latest portfolio positioning insights, emphasizing selectivity, private credit, and infrastructure as key themes amid an increasingly uncertain macro backdrop. Tune in for sharp insights, strategic takeaways, and what investors should focus on for the rest of 2025.
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