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Market Insights, Thought Leadership

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.
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Doll’s Deliberations®

Weekly investment commentary

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Risk-Reward Turning Unfavorable

Investors have thrown caution to the wind and embraced pro-growth monetary and fiscal policies, while discounting any of the upside inflation or other policy risks, such as several higher U.S. tariff rates.
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Easing Tariff Angst and Fading Recession Risks Embolden Investors

After months of shifting dates and changing tariff rates, the U.S. administration has been able to nearly conclude a few trade deals. There are a lot more to go, including deals with our most important trading partners, namely China, Canada, and Mexico.

Thought Leadership

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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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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

In the News

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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.