Annual Reports

2025 Global Market Outlook

Our approach continues to be ‘stay alive and look for the ball’. That sports analogy is a perfect way to explain investment management by Paramount Associates Wealth Management. We expect significant divergence in asset classes and within different sectors. Tactically, it’s certainly desirable to be in the market for potential gains, but it is equally …

2024 Global Market Outlook

Nasdaq Composite +18.57% S&P 500 +19.53% MSCI EAFA (Developed International) +12.42% Russell 2000 Value +15.08% Dow Jones Industrial Average +11.75% MSCI EM (Emerging Markets) +9.86% Aggregate Bond +3.07% Municipal Bond (10 yr) +0.12% High Yield Bond +6.29% As of 8/31/24*JP Morgan Weekly Market Recap; accessed 9/2/24 The pivot markets have been waiting for! The federal …

2023 Mid-Year Global Market Outlook

Since July of 2022, the federal funds rate has gone from 1.75% to 5.50%. The speed of this hiking cycle has been felt in various ways already. Headline CPI (inflation) has gone from 8.4% to 3.1%. It is estimated that increased interest rates on lending services have led to a reduction of the $2 trillion …

2022 Global Market Outlook

The change was drastic with US Small Value stocks outperforming (24.3%)34 US Large Growth stocks (0.9%)34 in the first quarter of 2021. This was a 180 degree change from 2020 (US Large Growth 38.3% vs US Small Value 2.6%)34. While we do expect more of this trend heading into 2022, we feel Mid and Large …

2021 Global Market Outlook

As financial advisors, we researched many opinions. And in 2020 there were many opinions. If an investor wanted to believe a certain theory, that theory was being discussed. Arguments assembled using statistics from historical events or economic theories from yesteryear. We have folders full of research from the most respected economists and spent hours researching …

Indicator	Summary	↑ ↓
J.P. Morgan Global Manufacturing PMI™ Index	Manufacturing PMI at 15-month low	Negative ↓
IHS Global Sector PMI™	Signals higher output in 17 out of 21 sectors	Positive ↑
J.P. Morgan Global Composite PMI™	Global economic growth eases to 1.5 year low	Negative ↓
International Monetary Fund (IMF)	Projecting 4.4% global GDP growth in 2022	Positive ↑
US: Leading Economic Indicators®	Project robust 3.5% year-over-year growth	Positive ↑
US: Manufacturing PMI™	Lowest level since October 2020	Negative ↓
US: IHS Markit US Sector PMI™	5 of 7 sectors increasing business activity	Positive ↑
Canada: Manufacturing PMI™	Output, new orders, purchases, employment, and sentiment all improved	Positive ↑
Brazil: Manufacturing PMI™	Factory orders and production contract at fastest rate in over 15 years	Negative ↓
Mexico: Manufacturing PMI™	Manufacturing downturn intensifies as pandemic escalates	Negative ↓
Eurozone: Leading Economic Indicators®	Highest level since pandemic began	Negative ↓
Eurozone: Composite PMI™	Economic growth regained momentum to strongest pace since September 2021	Positive ↑
Germany: Manufacturing PMI™	New order growth hits six-month high in February 2022	Positive ↑
Netherlands: Manufacturing PMI™	Fastest rise in new orders since October 2021	Positive ↑
Italy: Manufacturing PMI™	Output growth slows to 12-month low	Negative ↓
UK: Manufacturing PMI™	Production rises at fastest rate in six months	Positive ↑
UK: Leading Economic Indicators®	Remains constant, in contraction overall	Negative ↓
ASEAN: Manufacturing PMI™	Solid manufacturing growth despite COVID-19 surge	Positive ↑
Asia: IHS Markit Asia Sector PMI™	10 of 18 sectors registering higher output, lowest total since Sept 2021	Negative ↓
China: Caixin General Services PMI™	Business activity slows to five-month low in January	Negative ↓
China: Caixin General Manufacturing PMI™	Slight improvement in business conditions	Positive ↑
China: Leading Economic Indicators®	Highest on record	Positive ↑
India: Leading Economic Indicators®	Near highest on record	Positive ↑
India: Manufacturing PMI™	Output and new orders expand as input price inflation softens	Positive ↑
Indonesia: IHS Manufacturing PMI™	Expansion slows amid COVID-19 resurgence	Negative ↓
Australia: IHS Manufacturing PMI™	Production returns to growth as COVID-19 disruptions ease	Positive ↑
Japan: IHS Manufacturing PMI™	Further improvement in operating conditions	Positive ↑
Japan: au Jibun Bank Japan Services PMI™	Business activity falls at sharpest pace since Aug 2021	Negative ↓
Russia: Manufacturing PMI™	Output and new orders fall for first time in six months	Negative ↓
Russia: Services PMI™	Service business activity accelerates to 7-month high	Positive ↑
South Korea: Leading Economic Indicators®	Two-thirds of indicators rising with balance of trade moving into positive	Positive ↑
South Korea: IHS Manufacturing PMI™	Output levels rise amid strong new order growth	Positive ↑

Privacy

Form CRS

© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management.

Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser.

Paramount Associates Wealth Management is a registered investment advisor located in Colorado. Paramount Associates Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Paramount Associates Wealth Management maintains clients. Associates web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Paramount Associates Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as Paramount Associates Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Paramount Associates Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Paramount Associates Wealth Management, please go to adviser.info.sec.gov. Please also see a copy of our Form CRS. A copy of Paramount Associates Wealth Management’ current written disclosure statement discussing Paramount Associates Wealth Management business operations, service, and fees is available from Paramount Associates Wealth Management upon written request. Paramount Associates Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Paramount Associates Wealth Management web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Paramount Associates Wealth Management) made reference to directly or indirectly by Paramount Associates Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Paramount Associates Wealth Management web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Paramount Associates Wealth Management (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Paramount Associates Wealth Management, or form any other investment professional. Paramount Associates Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Paramount Associates Wealth Management web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Paramount Associates Wealth Management, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Paramount Associates Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Paramount Associates Wealth Management’ web-site and assume total responsibility and risk for your use of the sites you are linking to.