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
Bob Doll’s Quarterly Market Update Q1 2025
10 Predictions for 2025—Quarterly Market Update by CEO/CIO, Bob Doll, CFA
01/08/2025
10 Predictions for 2025: Full Report
Bob Doll presents his widely anticipated 10 Predictions for 2025, including a 2024 assessment plus insights on what investors should expect from a Trump 2.0 presidency, inflation, stock market trends, tax cuts, and more.
01/06/2025
Bob Doll’s Quarterly Market Update Q4 2024
10 Predictions for 2024—A Quarterly Market Update by CEO/CIO, Bob Doll, CFA
10/16/2024
Unprecedented: 2024’s Wild Election Cycle—and Wilder Markets?
Bob Doll’s new white paper delves into the critical dynamics that will shape the final six weeks of this election cycle, including: Potential market reactions before and after the election, historical predictors of elections and current candidate positions based on those predictors, challenges the country will face regardless of the winner, and much more.
10/02/2024