Send us a text

In this episode of Paramount Wealth Perspectives, Chris Coyle is joined by Chief Investment Officer Scott Tremlett to unpack what truly changed in markets from 2025 and what investors should expect as 2026 takes shape. While headline returns from last year looked strong, the underlying structure of the market shifted in important ways, moving from a stimulus-driven environment to one defined by resilience, selectivity, and discipline.

Chris and Scott explore why narrow leadership and concentrated returns can quietly increase risk, how investor behavior may become the biggest challenge in the year ahead, and why markets no longer reward the same habits that worked over the past decade. They discuss sticky inflation, a cooling but stable labor market, and why fewer rate cuts do not necessarily signal policy error, but rather a more constrained and realistic backdrop.

The conversation also covers evolving sector leadership, the maturation of the AI theme from narrative to infrastructure, and why equal-weight exposure and active decision-making may matter more going forward. International and emerging markets come back into focus as a softer dollar, improving balance sheets, and shifting global growth dynamics create new opportunities.

Chris and Scott close by emphasizing the importance of patience, diversification, and thoughtful positioning in a market that does not need to break to challenge investors. In a year likely defined by dispersion rather than momentum, this episode offers a grounded framework for navigating complexity and staying disciplined in 2026.

Stay informed. Stay ahead.

Send us a text

In this episode of Paramount Wealth Perspectives, Chris Coyle and Chief Investment Officer Scott Tremlett unpack one of the most misunderstood dynamics in today’s market: why Fed rate cuts are not bringing down mortgage rates or long-term yields. They break down the growing disconnect between policy moves and market behavior, and explain why inflation credibility — not Fed action — is driving the long end of the curve.

Chris and Scott explore how markets are digesting the first cut, why investors are recalibrating expectations for growth and earnings, and what a “higher for longer but not restrictive forever” rate environment really means for portfolios. They examine consumer sentiment, inflation psychology, and why dispersion — not broad trends — is becoming the defining feature of this cycle.

The conversation dives into 2026 earnings expectations, the role of AI as a margin driver rather than a hype cycle, and the shift toward business models anchored in pricing power, cash flow durability, and balance sheet strength. They also take a close look at bonds, highlighting why fixed income is relevant again and how investors should think about duration, income, and flexibility in today’s market.

Chris and Scott close by discussing investor behavior in a post–easy money world: what discipline truly means, why this environment rewards preparation over prediction, and how to build portfolios that can thrive even when narratives shift.

If you’re navigating rising yields, persistent inflation, market rotation, or uncertainty around the Fed’s next move, this episode offers a clear, grounded framework for understanding what matters most — and what to ignore.

Send us a text

In this episode of Paramount Wealth Perspectives, Chris Coyle and Chief Investment Officer Scott Tremlett break down a surprising week in the markets where equities, bonds, and commodities all rallied at once — but the underlying data told a very different story. Together they unpack the mixed signals in labor markets, the widening gap between headline strength and internal market weakness, and why liquidity remains the defining force behind short-term price action.

Chris and Scott dive into consumer behavior following Black Friday, highlighting record online spending paired with slowing credit growth and softer unit demand. They examine the tension between a still-resilient but increasingly stressed consumer, elevated prices, and the slow transmission of rate cuts into the real economy. The discussion also covers upcoming economic data releases, the importance of PCE inflation, and emerging signs of an early-cycle backdrop heading into 2026 — along with the wide range of possible outcomes that investors need to consider.

The episode closes with a forward-looking view of growth, earnings, policy shifts, and currency dynamics, and why the next few months will be pivotal in determining whether markets build on recent strength or face another round of volatility.

Stay informed. Stay ahead. And join us for a clear, grounded look at the forces shaping the global economy.