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First Quarter 2025 Review & Outlook

May 02, 2025

Enjoy the Vineyard Global Advisors     First Quarter 2025 Review & Outlook

Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss how tariffs have thrown a curveball into markets. What has happened so far this year, and what could come for the rest of 2025.


Watch the full recording here.

 

Highlights

  • Tariff announcements have brought volatility and harmed sentiment
  • Market got close to the average bear market in April
  • Valuations have corrected to healthier levels
  • Artificial Intelligence is still going to bring revolutionary change to productivity and profit margins

 

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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.

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