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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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Expectations Remain High

Investors remain upbeat about the capital market outlook, assuming that the Strait of Hormuz will soon reopen and the global economic expansion will continue. Is current investor exuberance overdone?
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Markets Continue to Focus on the Positives

The tight correlation between oil prices and global financial asset markets continues, subject to the ever-changing odds of a deal to re-open the Strait of Hormuz. Is it time for a risk-off phase? Bob shares what signals he’s watching.

Thought Leadership

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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.
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Bob Doll’s Quarterly Investment Commentary 2Q26

In this quarterly investment commentary, Bob Doll analyzes the biggest risks facing investors in 2Q26, including recession, inflation, oil prices, Fed policy, corporate earnings, and the impact of the war in Iran on stocks and bonds. He also scores his 10 Predictions for 2026 – how are his views holding up? Read the full story.

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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Victoria Fernandez on Bloomberg TV

Crossmark’s Chief Market Strategist Victoria Fernandez, CFA joined Bloomberg TV with Matt Miller. Victoria discussed the broadening market rally beyond AI, growing investor appetite for new capital raises, and emerging opportunities in health care and biotech as AI adoption expands across industries.
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Bob Doll on Bloomberg Radio

Crossmark’s Chief Executive Officer and Chief Investment Officer Bob Doll, CFA joined Bloomberg Radio. Bob discussed how strong earnings and continued AI investment are supporting market resilience despite geopolitical uncertainty and pressure from rising yields.

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).