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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 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.
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New Hope in the Continued Bumpy Ride of War

Last week was driven by a choppy relief rally, fueled by hopes for ceasefire negotiations in the Middle East to help end the upward spiral in energy prices.

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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Bob Doll on CNBC’s Closing Bell: Overtime

Crossmark’s Chief Executive Officer and Chief Investment Officer Bob Doll, CFA joined CNBC’s Closing Bell: Overtime with Michael Santoli. Bob and Michael discussed he recent downturn in equities, the current state of the bond market, and what investors should be watching in today’s market environment.
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Bob Doll on CNBC’s Closing Bell Overtime

Crossmark’s CEO Bob Doll joins ‘Closing Bell Overtime’ to talk the downturn in equities and the state of the bond market.

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.