Enjoy the Vineyard Global Advisors 2025 Third Quarter Review
Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, review the year so far and what is in store for the fourth quarter.
Watch the New Abridged Format Here:
Highlights
- Tariff announcements have lead to trade deals and the third quarter had less volatility that earlier in the year.
- The economy has slowed some, but the Federal Reserve began a cutting cycle.
- We address concerns about the AI investment cycle on GDP growth and recent sub-prime auto lending issues.
Read our Detailed Report Below:
Stay updated with our latest analyses and market outlooks by subscribing to our newsletter.
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