EPISODE · Jun 20, 2025 · 10 MIN
Navigating 2025: Tariff Pressures, Global Divergence, and Where to Find Opportunity - 6/20/25
from Paramount Wealth Perspectives · host Christopher Coyle
Send us Fan Mail 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.
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Send us Fan Mail 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 th...
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Navigating 2025: Tariff Pressures, Global Divergence, and Where to Find Opportunity - 6/20/25
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