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Half-Time Report | Q2 2024

August 08, 2024

Enjoy the Vineyard Global Advisors     Q2 2024 Update and Outlook

Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss the strong performance of the markets in the first half of 2024. They offer insights into the key factors driving markets, and the outlook for the rest of the year.


Watch the full recording here.

 

Highlights

  • It's a bull market until proven otherwise
  • Markets have been broadening and passing the baton from the 'Mag-7' to the rest of the market
  • Fed continues to win the war on inflation, rate cuts are coming soon
  • The US Presidential election will likely bring volatility, but election years tend to finish on a good note for investors

 

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Presenters:

Tom Samuelson, CFA, CMT, Chief Investment Officer, Vineyard Global Advisors

Kendall Dilley, CFA, CMT Portfolio Manager, Vineyard Global Advisors

 

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Investment advisory services are provided through Integrated Advisors Network, LLC (“Integrated”) a registered investment advisor. Registration does not imply a certain level of skill or training. Vineyard Global Advisors, LLC is a practice group of Integrated.

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