--- title: 2026 Halftime Report description: Vineyard Global Advisors shares insights from the first half of 2026, discussing market resilience amid the Iran War and outlook for future growth. image: https://blog.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpg --- [![Vineyard Global Advisors](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_transparent.png?width=250&height=87&name=Vineyard_GlobalAdvisors_logo_transparent.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/) - [Home](https://www.vineyardglobaladvisors.com) - [Our Firm](https://www.vineyardglobaladvisors.com/our-firm) - [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy) - Strategies - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies) - Equity Alpha - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value) - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth) - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation) - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex) - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha) - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500) - Income - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000) - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield) - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income) - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income) - Asset Allocation - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series) - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series) - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series) - Insights - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary) - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars) - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news) - [Blog](https://blog.vineyardglobaladvisors.com/blog) - [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors) - Contact - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us) - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal) ![VGA_Hero](https://blog.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpg) [Market Updates](https://blog.vineyardglobaladvisors.com/commentary/tag/market-updates) | [Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars) | 1 min read # 2026 Halftime Report Written by [VGA Investment Team](https://blog.vineyardglobaladvisors.com/commentary/author/vga-investment-team) August 12, 2026 ## Please Enjoy Our 2026 Halftime Report Recording and Deep Dive ## **T**om Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss the events of the first half of 2026 and our thoughts on markets going into the second half of the year. ## Watch the Recording here:   ## Highlights - The Iran War continues into its 6th month, but markets hold up well and make all time highs. - The AI trade took a breather, but we still see upside for the AI bull market. - **Bottom Line: Oil needs to flow, Strait of Hormuz open will allow markets to continue higher.** ## Read our Detailed Report Below: [![Q2_2026_Deep_Dive_Page_01](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Q2_2026_Deep_Dive_Page_01.jpg?width=800&height=618&name=Q2_2026_Deep_Dive_Page_01.jpg)](https://blog.vineyardglobaladvisors.com/hubfs/Q2_2026_Deep_Dive.pdf) Stay updated with our latest analyses and market outlooks by [subscribing to our newsletter.](https://www.vineyardglobaladvisors.com/contact-us) Presenters: [Tom Samuelson,](https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson) CFA, CMT, Chief Investment Officer, Vineyard Global Advisors [Kendall Dilley,](https://www.vineyardglobaladvisors.com/our-firm/kendall-dilley) CFA, CMT Portfolio Manager, Vineyard Global Advisors Researcher: [Sam Caylor,](https://www.vineyardglobaladvisors.com/our-firm/samuel-caylor) CMT, Investment Analyst & Senior Trader, Vineyard Global Advisors | [![View Our Strategies](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/interactive-377663395540.png)](https://blog.vineyardglobaladvisors.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIv5ILB0DngR9rsVuGPRqjpbo10n4Kj78Oe7jE9i83wLCHXB%2F55rIzXxDeJzSMBHZubIByT6mF7qrQJpVjkWH09n0QtTZFxcQL6jZFcDPjgw6kSaaKIwX4Gn5qq5%2F6SQ24Mgo%2BUbwLZjEpodpLseSo4s8TdrYrqw%2FkSZMZvPqYRLWRZQNn4sRAWal1v85ul%2BWa1M8E%3D&webInteractiveContentId=377663395540&portalId=19651629) | [![

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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.* There is no guarantee that the investment objectives will be achieved. Moreover, past performance is not a guarantee or indicator of future results. Does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Integrated is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Business is only transacted in states in which it is property registered or is excluded or exempted from registration. A copy of Integrated's and VGA's current written disclosure brochure filed with the SEC which discusses among other things, business practices, services and fees, is available through the SEC's website at: [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/?utm_campaign=advisor%20blog%20notices&utm_source=hs_email&utm_medium=email&_hsenc=p2anqtz-_vpysuhnv4rc3vj_dwz7lfh1rhhvpg9b9prvrlvy2m14u-a7zh16kobozkhnzfjzjma367) Previous [← Tom Samuelson, CFA, CMT on Money Life with Chuck Jaffe](https://blog.vineyardglobaladvisors.com/commentary/tom-samuelson-on-money-life-with-chuck-jaffe-june-2026) ## You May Also Like These Perspectives on Market Updates [![ft-img-new-bull-market-1](https://blog.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpg)](https://blog.vineyardglobaladvisors.com/commentary/tom-samuelson-on-money-life-with-chuck-jaffe-june-2026) [Market Risk](https://blog.vineyardglobaladvisors.com/commentary/tag/market-risk) ### [Tom Samuelson, CFA, CMT on Money Life with Chuck Jaffe](https://blog.vineyardglobaladvisors.com/commentary/tom-samuelson-on-money-life-with-chuck-jaffe-june-2026) June 16, 2026 | 1 min read [![Cover Photo](https://blog.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.png)](https://blog.vineyardglobaladvisors.com/commentary/2026-first-quarter-review) [Market Updates](https://blog.vineyardglobaladvisors.com/commentary/tag/market-updates) ### [2026 First Quarter Review](https://blog.vineyardglobaladvisors.com/commentary/2026-first-quarter-review) May 05, 2026 | 1 min read [![Cover Photo](https://blog.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.png)](https://blog.vineyardglobaladvisors.com/commentary/2025-review-2026-outlook) [Market Updates](https://blog.vineyardglobaladvisors.com/commentary/tag/market-updates) ### [2025 Review & 2026 Outlook](https://blog.vineyardglobaladvisors.com/commentary/2025-review-2026-outlook) February 06, 2026 | 1 min read ### Subscribe to Vineyard Commentary ![Vineyard_GlobalAdvisors_logo_white](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=200&name=Vineyard_GlobalAdvisors_logo_white.png) 9800 Mt. Pyramid Ct. Suite 400 Englewood, CO 80112 [info@vineyardglobaladvisors.com](mailto:info@vineyardglobaladvisors.com) - [Our Firm](https://www.vineyardglobaladvisors.com/our-firm) - [Our Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy) - [Insights](https://blog.vineyardglobaladvisors.com/commentary) - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us) - [Privacy Policy](https://blog.vineyardglobaladvisors.com/hubfs/Regulatory/Privacy_Policy.pdf) - [Form ADV 2](https://blog.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_ADV_Part%202A_2B.pdf) - [Wrap Brochure](https://blog.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_WRAP_Brochure.pdf) - [Form CRS](https://blog.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_Form_CRS.pdf) Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated. More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form [ADV Part 2A](https://blog.vineyardglobaladvisors.com/hubfs/VGA%20ADV2B.pdf) and our Form CRS. ### Subscribe to Vineyard Commentary Copyright © 2026 | Vineyard Global Advisors LLC | All Rights Reserved. ## Heading Text Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eu mauris dapibus ante interdum tempor non eu metus. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Sed lobortis sodales consequat. 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