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Market Insights, Thought Leadership

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.
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Doll’s Deliberations®

Weekly investment commentary

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Bob Doll’s Quarterly Investment Commentary 3Q26

In this quarterly investment commentary, Bob Doll takes a look at headline risks and what’s behind them, including inflation, Fed policy, corporate earnings, and the continuing impact of the Middle East war. He also updates his 10 Predictions for 2026. Read the full story.
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War MOU Needs Work; Fed Sends Yellow Light

A deal to extend the ceasefire in the Middle East has finally been agreed, allowing energy prices to decline further and risk-asset markets to resume their pre-war bull run. But should investors expect setbacks ahead? Get Bob’s analysis.

Thought Leadership

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Bob Doll’s Quarterly Investment Commentary 3Q26

In this quarterly investment commentary, Bob Doll takes a look at headline risks and what’s behind them, including inflation, Fed policy, corporate earnings, and the continuing impact of the Middle East war. He also updates his 10 Predictions for 2026. Read the full story.
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Bob Doll’s 2Q26 Market Update (Webinar Presentation)

At the end of the first quarter, Bob Doll, CFA, looks back at what 2026 has brought so far and what investors may have to look forward to – or fear – in the quarter ahead. Access the presentation and watch the webinar replay for more.

Webinars

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Bob Doll’s 10 Predictions for 2026 Webinar – Q1 2026

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Bob Doll’s Live Quarterly Market Update Webinar – Q4 2025

In the News

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Bob Doll on Fox Business Network

Crossmark’s Chief Executive Officer and Chief Investment Officer, Bob Doll, CFA, joined Fox Business Network to discuss discusses the high-risk bull market for and gives his outlook for the second half of 2026.
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Bob Doll on Fox Business

Crossmark’s Chief Executive Officer and Chief Investment Officer, Bob Doll, joined Fox Business to discuss the potential impact of President Donald Trump’s Iran deal on markets, SpaceX’s surge, and Kevin Warsh’s first interest-rate decision as Federal Reserve Chair.

Press Releases

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Crossmark Appoints Reed Williams as Senior Director of Exchange-Traded Funds

Crossmark Global Investments, a faith-based investment management, announces the appointment of Reed Williams, CIMA®, CETF®, as Senior Director of Exchange-Traded Funds.
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Crossmark Global Investments Launches Two Active Values-Based ETFs, Managed by Industry Veteran Bob Doll

Crossmark Global Investments has launched two actively managed exchanged-traded funds (ETFs): Crossmark Large Cap Growth ETF (ticker: CLCG) and Crossmark Large Cap Value ETF (ticker: CLCV).