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:
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Presenters:
Kendall Dilley, CFA, CMT Portfolio Manager, Vineyard Global Advisors
Researcher:
Sam Caylor, CMT, Investment Analyst & Senior Trader, Vineyard Global Advisors