News & Insights

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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The Stimulus Party Continues

Developed market central banks continue to provide additional monetary stimulus, whether or not it is warranted, with both the Fed and BoC cutting rates last week.

The Environment Remains Supportive Despite Occasional Air Pockets

The bull trend continues: all major indexes hit new highs as Fed optimism, easing inflation, and resilient earnings drive equities higher. Still, select asset bubbles warn that caution is warranted.

Thought Leadership

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Bob Doll’s Quarterly Market Update Slide Deck 4Q25

In his quarterly webinar, Bob Doll provided his views on the markets, the economy, and what lies ahead for investors in 4Q25.

Bob Doll’s Quarterly Investment Commentary 4Q 2025

In his quarterly update, Bob Doll discusses how, despite lingering economic headwinds, markets remain focused on the positives: solid GDP growth, a resilient labor market, and confidence that the Federal Reserve will maintain its easing stance over the next two years. He also updates his 10 Predictions scorecard – where has he hit, where has he missed?

Webinars

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

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

In the News

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Bob Doll on Fox Business

Crossmark’s Chief Executive Officer and Chief Investment Officer Bob Doll, CFA, joined Fox Business Network’s The Claman Countdown with Liz Claman. Bob discussed which companies across different sectors he believes are worth watching, pointing to key trends and fundamentals driving their potential. He also shared his thoughts on the current high-risk bull market, offering his take on where the opportunities, as well as the risks, might lie.

Victoria Fernandez on CNBC

Crossmark’s Chief Market Strategist Victoria Fernandez, CFA joined Michael Santoli on CNBC Closing Bell. Victoria shared her perspective on the current market landscape, the recent slowdown in underlying momentum, and the key drivers behind today’s strong earnings performance.

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).

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.

Insights