In this episode of Paramount Wealth Perspectives, host Chris Coyle sits down with Scott Tremlett, Chief Investment Officer at Paramount Associates Wealth Management, to unpack the most pressing themes shaping today’s global markets. From the evolving role of artificial intelligence and the rise of sovereign clouds, to the renewed emphasis on value investing and the impact of new tariffs—this episode explores it all.
Chris and Scott dive into current market dynamics, including the outlook for inflation, shifts in sector leadership, international equity momentum, and how investors can navigate macroeconomic uncertainty with a focus on balance, flexibility, and quality. Whether you're watching CPI prints, earnings season forecasts, or the future of interest rates, this episode provides strategic insights and timely perspectives to help you stay ahead.
Tune in to hear how real-time, data-driven decisions and diversified positioning can drive long-term success in today’s ever-shifting investment landscape.
In this episode of Paramount Wealth Perspectives, host Chris Coyle sits down with Chief Investment Officer Scott Tremlett to unpack the macroeconomic forces shaping today’s investment landscape. Together, they explore five timely questions: what's driving Scott’s top-down macro view, how tariffs are influencing inflation and monetary policy, why U.S. equity positioning is shifting, where international markets offer better value, and what investors should focus on for the rest of 2025. From India’s market leadership to the inflationary bite of trade policy, Scott shares data-driven insights on portfolio strategy in a world where global divergence and selectivity matter more than ever. Whether you're navigating volatility or searching for smart global exposure, this episode delivers the strategic clarity investors need now.
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.
In this episode of Paramount Wealth Perspectives, host Chris Coyle welcomes Scott Tremlett, Chief Investment Strategist, to answer pressing questions from clients and community members. They discuss key economic trends shaping 2025, including the recent uptick in unemployment, the implications of cooling inflation indicators like CPI and PPI, and what slower retail sales growth could mean for the broader economy. Scott also shares his insights on consumer sentiment, potential Federal Reserve rate cuts, and strategic investment opportunities in a shifting market.
Tune in for actionable insights to help you stay informed, stay ahead, and make smarter financial decisions in 2025.
In this episode of Paramount Wealth Perspectives, host Chris Coyle is joined by Scott Tremlett, CEO and Chief Investment Strategist at Paramount Associates Wealth Management, to answer pressing questions from the community.
Tune in as they break down key economic concerns, including the impact of tariffs on the economy and investment strategies, insights on AI’s role in the tech sector, and Scott’s perspective on international stocks as undervalued opportunities. They also discuss the strength of the U.S. dollar and its implications for global investments.
Gain valuable insights on navigating uncertain markets and learn how strategic investing can help you stay ahead. Don't miss this informative episode filled with actionable advice for investors of all levels.
In this episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett dive into the key market and economic highlights of 2024, reflecting on a year of remarkable milestones, unexpected events, and record-breaking achievements. From the S&P 500’s stellar performance and Nvidia becoming the world’s largest company to gold’s resurgence and global political shakeups, they explore the fascinating shifts shaping the global economy.
Scott also shares intriguing statistics, such as Taylor Swift’s economic impact, SpaceX’s groundbreaking rocket interception, and geopolitical events like South Korea’s political turmoil. As we turn the page to 2025, they discuss what lies ahead, including inflation reports, international monetary policy updates, and key economic indicators to watch this week.
Don’t miss this engaging recap of 2024 and a forward-looking glimpse into 2025. Stay informed, stay ahead, and join us for insights that matter most.
In this holiday edition of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett explore the latest market developments and economic trends. From the S&P 500's second consecutive weekly decline and a historic spike in volatility to the Federal Reserve’s cautious outlook for 2025, this episode delves into how shifting data and policy signals are impacting market expectations.
Scott breaks down the implications of stronger-than-expected retail sales, inflation trends, and consumer sentiment, emphasizing the delicate balance between economic resilience and the Fed’s rate decisions. With a mixed outlook for next year, the team discusses the bull case driven by optimism and innovation and the bear case underscored by stretched valuations and geopolitical risks.
They also highlight this week’s light economic calendar and share heartfelt holiday wishes with listeners. Don’t miss this insightful episode to stay informed and ahead of the curve. Happy holidays from all of us at Paramount Wealth Perspectives!
In this episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett dive into the key events shaping global markets. They discuss last week’s mixed market performance, the S&P 500’s first weekly drop since mid-November, and how stretched valuations and inflation data are driving cautious market sentiment ahead of the Federal Reserve’s highly anticipated rate decision.
Scott offers insights into 2025 market predictions, including the disparity in analyst expectations, improving sentiment, and record household wealth. While some foresee volatility and potential double-digit gains, Scott shares his balanced outlook, emphasizing the importance of forward-looking fundamentals and opportunities to reduce risk later in the year.
Looking ahead, the episode highlights upcoming events such as the Fed’s policy announcement, retail sales, housing data, and global monetary policy moves from the UK, Japan, and more. Tune in for a comprehensive breakdown of the latest market trends and what to watch in the week ahead!
In this episode of Paramount Wealth Perspectives, host Chris Coyle and Chief Investment Officer Scott Tremlett dive into the latest developments shaping global markets. From Big Tech’s shifting dynamics and the S&P 500’s rising concentration to mixed economic signals and a highly anticipated Federal Reserve rate cut, this episode unpacks the key events driving market sentiment.
Scott shares insights on last week’s economic data, including strong payroll numbers, improving manufacturing activity, and concerns over weakening participation rates. They also discuss final third-quarter earnings trends, expectations for 2025, and whether market forecasts are overly optimistic.
Looking ahead, Chris and Scott highlight upcoming inflation reports, central bank rate decisions, and global developments in Europe, China, and India that could influence markets this week. Stay informed, stay ahead, and join us as we break down the numbers and trends shaping the financial landscape!
Emily Roland, Chief Investment Strategist
Emily is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the country. She has been featured on CNBC and Bloomberg TV, and is quoted frequently in the financial press, including the Wall Street Journal, Barron’s, and the Associated Press. She is a highly rated keynote speaker at a variety of industry conferences and events.
Emily leads the development of John Hancock Investments’ flagship quarterly market outlook publication, Market Intelligence. In doing so, she oversees the firm’s investment committee, which sets the view by marrying insight from the firm’s global network of asset managers, independent research firms, broker-dealers, and banks with top-down fundamental and macro analysis.
In this episode of Paramount Wealth Perspectives, host Chris Coyle is joined by Scott Tremlett, Chief Investment Officer at Paramount Associates, and special guest Emily Roland, Chief Investment Strategist at John Hancock. Together, they discuss the economic and market implications of the new administration, exploring potential impacts on U.S. stocks, inflation, and yields. Emily shares insights on emerging market opportunities, particularly India, the importance of relative earnings growth, and why bonds might offer compelling value heading into 2025.
The episode also highlights key trends from the third-quarter earnings season, the resilience of the U.S. consumer, and potential risks associated with elevated market valuations. Emily provides actionable strategies for navigating today’s markets, from emphasizing mid-cap stocks and infrastructure to leveraging risk-mitigating alternative investments.
Tune in to gain valuable insights for managing portfolios in a dynamic and evolving economic environment!
Paramount Wealth Perspectives is your trusted podcast for global market insights and financial updates. Hosted by Chris Coyle, each episode brings you expert analysis on economic trends, market movements, and key developments shaping the financial world.
This week, Chris is joined by Scott Tremlett, who provides updates on U.S. markets rebounding with consumer staples leading the charge, mixed interest rate movements, and housing data reflecting regional influences like hurricanes. The team dives into strong third-quarter earnings growth and expectations for the holiday shopping season, highlighting millennials as major contributors. Looking ahead, fourth-quarter earnings are projected to surge, with financials and pharmaceuticals driving growth, as the S&P 500 is anticipated to end 2025 higher.
Don’t miss next week’s episode featuring Emily Roland, Chief Investment Strategist at John Hancock. Tune in weekly to stay ahead of global market trends and economic insights, and have a fantastic Thanksgiving!
Paramount Wealth Perspectives is your trusted podcast for expert insights into global markets and economic trends. Hosted by Chris Coyle, each episode dives into key financial developments, market analysis, and strategic investment insights to help investors, business leaders, and curious minds stay ahead. This week’s discussion highlights the latest U.S. stock market movements, inflation data, and earnings trends, including the strong performance of overseas-focused firms and investor optimism despite stretched valuations.
Scott Tremlett, Chief Investment Officer at Paramount Associates, also shares insights from the Paramount Global Rankings, spotlighting India, China, and Brazil as top economies. As the holiday season approaches, the focus shifts to major retail reports and global market movers, including Nvidia’s earnings. Stay informed, stay ahead, and join us weekly for essential updates shaping the global economy.