In this quarterly portfolio and market update, Matt Blocki reviews the adjustments made to the EWA portfolio in Q1 of 2025, including an increased equity overweight from 1% to 4% following the removal of election uncertainty. The update emphasizes a bullish outlook driven by strong GDP growth, moderating inflation, and robust consumer spending. Tactical adjustments include leaning into U.S. equities, adding exposure to the momentum factor, and introducing a small allocation to gold to diversify against geopolitical risks. Changes in fixed income involve trimming duration and increasing allocations to high-yield bonds and convertible bonds. The video concludes with a review of portfolio positioning, including a continued tilt toward growth stocks and an emphasis on flexibility to adapt to evolving economic conditions.
1. Introduction (0:04)
2. Portfolio Adjustments and Market Commentary (0:40)
3. Economic Outlook and Supporting Data (2:17)
4. Focus on Specific Asset Classes: Equities, Bonds, and Gold (6:54)
5. Closing Remarks and Strategy Summary (8:42)
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