Enjoy the Vineyard Global Advisors Q3 2024 Update and Outlook
Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss the ongoing bull market. They offer insights into the key factors driving markets, commentary on the election implications for markets, and the outlook for the rest of the year.
Watch the full recording here.
Highlights
- The bull market remains intact
- Tech and the "Magnificent 7" took a breather in Q3, allowing value, foreign developed markets, and bonds to take the baton
- Fed continues to win the war on inflation, rate cuts have begun
- 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