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:
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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