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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.
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Doll’s Deliberations®

Weekly investment commentary

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Threading the Needle Gets Tougher

Mega cap growth stocks fell back last week (until Friday) following yet another climb to new highs. Valuations for these companies have become extended, similar to previous episodes when investment stampedes developed, because new technologies led to open-ended expectations at a time of plentiful liquidity . . .
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Markets Are Priced for Declining Inflation (We’re Skeptical)

The enthusiasm of investors is becoming increasingly (and perhaps excessively) evident. Each new event is being interpreted more positively than would be warranted had global liquidity conditions not been so increasingly buoyant …

Thought Leadership

TL_PINP_thumb

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.
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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.

Webinars

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Bob Doll’s Live Quarterly Market Update Webinar – Q2 2025

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Bob Doll’s Live Quarterly Market Update Webinar – Q1 2025

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Victoria Fernandez on Barron’s

Crossmark’s Chief Market Strategist, Victoria Fernandez, CFA, shared her insights with Barron’s on Monday’s market retreat, driven by news of an anti-monopoly probe into Nvidia and its ripple effects across the tech sector. Victoria offers her perspective on what these developments can mean for investors and the broader economy.
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Bob Doll on ThinkAdvisor

“The market is up 27% this year after a 26% gain in 2023—pretty incredible,” says Bob Doll, CFA, Crossmark’s CEO and CIO. But what’s next for investors? Bob joined ThinkAdvisor to discuss why a measured approach may be prudent as we head into 2025, with insights on market valuations, sector performance, and the potential for a Q1 pullback.

Press Releases

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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).
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Crossmark Files Preliminary Registration Statement for Two Values-Based Actively Managed ETFs: Crossmark Large Cap Growth ETF and Crossmark Large Cap Value ETF

The offering marks Crossmark’s entry into the active ETF market and the first ETFs managed by Bob Doll in his four-decade career managing portfolios for clients.