In this quarterly portfolio and market update, Matt Blocki reviews EWA’s Q2 2025 portfolio positioning and provides insights on recent market volatility. Despite headline risks and geopolitical uncertainty, the portfolio maintains a risk-on stance with strategic adjustments. The equity overweight has been slightly reduced from 4% to 3%.
Key tactical moves include adding to U.S. equities, maintaining overweight positions in mega-cap tech stocks, and increasing gold exposure by 1% as a hedge against geopolitical risks and potential global trade disruptions. Fixed income strategy involves shortening duration within U.S. Treasuries and reducing ultra-long bond exposure to manage volatility.
The economic outlook remains positive with resilient consumer spending, low unemployment, and solid corporate earnings growth. However, attention is given to potential policy shifts following the 2024 U.S. presidential election, including tariff negotiations and trade policies that could impact global markets.
The update concludes with a reaffirmation of EWA’s long-term strategy, emphasizing the importance of staying invested and following a disciplined financial plan regardless of market conditions.
1. Portfolio adjustments and tactical shifts (0:29)
2. Economic outlook and market drivers (3:22)
3. Policy landscape and tariff impacts (10:18)
4. Closing remarks and strategic summary (16:06)
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