Welcome to EWA’s Quarterly Market and Portfolio Commentary, released early to give you an advanced look at our Q1 2026 positioning.

In this update, Matt Blocki walks through the major forces shaping markets heading into the new year, including strong corporate earnings, moderating inflation, improving liquidity conditions, and a more accommodative Federal Reserve. Together, these trends support a constructive stance toward risk assets and informed adjustments across EWA portfolios.

This commentary covers:
• The Q1 2026 rebalance completed early and increased equity overweight
• Economic growth tailwinds, fiscal policy impacts, and consumer strength
• Inflation trends, Fed cuts, and a cooling but stable labor market
• The earnings-driven AI and mega-cap tech cycle powering global innovation
• Updates to our fixed income strategy as credit spreads sit near historic tights

Throughout the video, we reaffirm EWA’s core investment philosophy: stay diversified, stay disciplined, and position for long-term innovation while managing risk proactively.

If you have questions about how these updates may impact your portfolio or long-term plan, our team is here to help.

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