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