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.

In this episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett dive into critical market updates following the recent tariff announcements. They discuss how negotiations have eased initial economic fears, the shifting inflation outlook, updates on Fed rate expectations, and the resilience of the bond and stock markets.

Scott also shares important adjustments to his investment strategy, including a shift away from U.S. equities, a focus on infrastructure and cybersecurity sectors, and an increased allocation to international markets. Tune in for timely insights, strategic positioning advice, and a clear breakdown of how global events are shaping the investment landscape.

🎙️ Stay informed. Stay ahead.

In this special midweek episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett discuss the unexpected and historic tariff increases announced this week, analyzing their economic impact and potential retaliations from global markets.

Scott explains how the tariffs—pegged to bilateral trade deficits—could drive inflation higher, potentially pushing CPI to 4.5% in 2025 before gradually declining. They also explore the implications for the U.S. labor market, including immigration slowdowns, rising jobless claims, and the possibility of negative GDP growth in the second quarter.

Scott offers insights on how these economic shifts may influence the Federal Reserve’s decisions, including potential rate cuts later this year, and the possibility of fiscal stimulus if the economy continues to slow. Finally, they discuss critical portfolio management strategies, emphasizing the importance of diversification, international investments, and avoiding over-concentration in U.S. stocks.

Whether you’re a seasoned investor or trying to stay informed, this episode provides valuable guidance for navigating a rapidly evolving economic landscape.