In this early Q4 market commentary, EWA provides timely insights into recent portfolio rebalancing and the evolving market environment. Matt Blocki shares a comprehensive overview of tactical shifts, policy expectations, and structural investment themes shaping portfolios as we close 2025. The commentary highlights how EWA is selectively leaning into opportunities while maintaining risk management amid policy uncertainty and geopolitical complexity.

The update reaffirms EWA’s disciplined, long-term investment approach, focused on resilience, diversification, and high-conviction ideas. Staying selective yet bold, especially where signals are clear, remains central to the firm’s philosophy.

Key Topics Covered:

1. Tactical asset allocation and equity positioning (0:29)

2. Cooling labor market and Fed policy outlook (3:00)

3. Inflation trends and expected rate cuts (4:54)

4. U.S. earnings strength versus international markets (7:07)

5. Artificial intelligence and national resilience themes (11:17)

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