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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De-escalation Came in Time Yet Again

The roller-coaster ride in global financial markets, driven by the ebbs and flows of a volatile U.S. administration, had a distinct risk-off tone until the pivot in Davos. Despite the turbulence, existing market trends are still intact, namely uptrends in both equities and bond yields. Of note, a hallmark of a regime change presented itself early last week – is value overtaking growth? Get Bob’s full take.

The High-Risk Bull Market Continues

On the surface, everything looks positive. Equity markets have continued to grind higher, with further outperformance by international markets. Economic growth appears resilient and earnings expectations are strong. But what lies beneath? In his latest commentary, Bob explains why the high-risk bull market is still going strong – and which warning signals may be bubbling up.

Thought Leadership

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Bob Doll’s 1Q26 Market Update (Webinar Presentation)

In his first webinar of the year, Bob Doll, CFA, covered his 10 Predictions for 2026 plus potential risks and opportunities in a high-risk bull market. Access the presentation and watch the webinar replay for all of Bob’s insights.

10 Predictions for 2026: Full Report

Bob Doll presents his 10 Predictions for 2026, covering all the key trends expected to affect market performance, including inflation, interest rates, sector surprises, and of course, AI.

Webinars

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Bob Doll’s 10 Predictions for 2026 Webinar – Q1 2026

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

In the News

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Victoria Fernandez on Yahoo Finance

Crossmark’s Chief Market Strategist Victoria Fernandez, CFA, joined Brian Sozzi on Yahoo Finance’s Opening Bid. Victoria discussed the Trump administration’s new 25% tariff on certain advanced computing chips, including exemptions tied to U.S. AI infrastructure, and what it could mean for markets.

Bob Doll on Fox Business’ Making Money

Crossmark’s Chief Executive Officer and Chief Investment Officer Bob Doll, CFA joined Fox Business Network’s Making Money with Charles Payne. Bob and Charles reviewed Bob’s top 10 predictions for 2026 and examined what’s shaping market performance this year.

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