VGA_Hero

Q3 2026 Review & Year End Outlook

October 28, 2026

Please Enjoy Our 2026 Third Quarter Report Recording and Deep Dive

Portfolio Manager Kendall Dilley, discusses the events of the third quarter of 2026 and our thoughts on markets for the rest of this year.


Watch the Recording here:

 

Highlights

  • The bigger picture suggests a bullish finish to the year. Markets have had higher highs, and higher lows.
  • Earnings continue to impress and beat expectations.
  • Stocks are still reasonably valued on average.
  • Oil prices, yields, and a slowdown in the AI build out are risks to watch for.

Read our Detailed Report Below:

3Q26_DeepDive_Page_01-1

Stay updated with our latest analyses and market outlooks by subscribing to our newsletter.

Presenters:

Kendall Dilley, CFA, CMT Portfolio Manager, Vineyard Global Advisors

Researcher:

Sam Caylor, CMT, Investment Analyst & Senior Trader, Vineyard Global Advisors

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.

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

You May Also Like

These Perspectives on Market Updates