Bob Doll’s Quarterly Market Update Slide Deck 4Q25
In his quarterly webinar, Bob Doll provided his views on the markets, the economy, and what lies ahead for investors in 4Q25.
10/17/2025
Bob Doll’s Quarterly Investment Commentary 4Q 2025
In his quarterly update, Bob Doll discusses how, despite lingering economic headwinds, markets remain focused on the positives: solid GDP growth, a resilient labor market, and confidence that the Federal Reserve will maintain its easing stance over the next two years. He also updates his 10 Predictions scorecard - where has he hit, where has he missed?
10/13/2025
A Case for Balance
In recent years, U.S. market performance has been dominated by growth equities, particularly since the AI-driven rally that began in late 2022. Yet history reminds us that leadership between growth and value is cyclical. Extended periods of dominance by one style often give way to long stretches of outperformance by the other. In this brief paper, we explore why this trend makes portfolio rebalancing critical, the risks of overconcentration in growth stocks, and how large cap value strategies may provide diversification, attractive fundamentals, and the potential for consistent returns. This not a case against growth or for value; it is a case for balance.
10/01/2025
The Past Is NOT Prologue
What if the next 10 years don’t look like the last 40? Bob Doll, CFA, explores that question in this new white paper. Part of his Accepting Average series, this paper explores why the next decade may look very different from the last – especially without the tailwind of falling interest rates.
08/05/2025
Bob Doll’s Quarterly Market Update Slides 3Q 2025
In his quarterly webinar, Bob Doll provided perspective on the events shaping the markets and economy, including possible paths forward.
07/10/2025
Bob Doll’s Quarterly Investment Commentary 3Q 2025
In his quarterly commentary, Bob Doll reviews what drove the sharp rebound in stocks during 2Q25 and what’s driving markets higher now, plus he examines key risks—a cooling labor market, slowing earnings growth, and elevated valuations—and the macro forces likely to shape the second half of the year.
07/07/2025
Is Alcohol Adding Alpha?
In the first of our Portfolios With Purpose series on values-based investing, Bob Doll and Will Sorrell explore the implications of investing in alcohol-related stocks, from biblically responsible investing (BRI) to health, social, and performance considerations.
06/26/2025
Bob Doll’s Quarterly Market Update Slides 2Q 2025
In his quarterly webinar, Bob Doll provided perspective on the events shaping the markets and economy, including possible paths forward.
04/10/2025
Bob Doll’s Quarterly Investment Commentary 2Q 2025
In his quarterly investment commentary, Bob Doll provides an in-depth look at the first quarter of 2025, including market volatility, inflation considerations, and one possible silver lining for the global economy.
04/07/2025
Crossroads or Crosshairs? Navigating Uncertainty, Tariffs, and Overvaluation
In a new white paper, PM/CEO/CIO Bob Doll, CFA, explores key market risks amid rising policy uncertainty and recent volatility. The paper highlights concerns around slowing consumer demand, labor market softening, elevated valuations, and unrealistic earnings expectations.
03/26/2025