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2025 Review & 2026 Outlook

February 06, 2026

Enjoy the Vineyard Global Advisors    2025 Review & 2026 Outlook

Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, review 2025 and our outlook for 2026.


Watch the Recording here:

 

Highlights

  • 2025 followed our expectations, good but volatile.
  • The economy is showing strength across the board with stable employment and strong GDP. There are some concerns about lingering inflation and AI job losses, but those have yet to appear.
  • Valuations are still high, we expect to see a 10-15% pullback in 2026, but another solid year.

Read our Detailed Report Below:

2025_Review___2026_Outlook_Final Cover

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Presenters:

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

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

Researcher:

Sam Caylor, CMT, Investment Analyst & Senior Trader, 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.

The opinions expressed herein are those of Vineyard Global Advisors and are subject to change without notice. This material is not financial advice or an offer to sell any product. Forward-looking statements cannot be guaranteed. This document may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Vineyard’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. Vineyard Global Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investment advisory services offered through Integrated Advisors Network, LLC (“Integrated), a registered investment advisor. Vineyard Global Advisors is a DBA of Integrated.

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