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