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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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10 Predictions for 2026: Executive Summary

Just released: Bob Doll’s Executive Summary of his 10 Predictions for 2026! Will AI’s momentum continue to fuel a high-risk bull market? Or will sticky inflation, elevated valuations, and policy risks challenge investor optimism? Preview the key calls shaping 2026 and see where Bob expects markets to go next.
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10 Predictions for 2025 Year-End Recap

Bob Doll scores his performance against the market in this year-end look at his 10 Predictions.

Thought Leadership

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10 Predictions for 2026: Executive Summary

Just released: Bob Doll’s Executive Summary of his 10 Predictions for 2026! Will AI’s momentum continue to fuel a high-risk bull market? Or will sticky inflation, elevated valuations, and policy risks challenge investor optimism? Preview the key calls shaping 2026 and see where Bob expects markets to go next.
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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.

Webinars

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

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

In the News

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Victoria Fernandez on Bloomberg’s Surveillance

Crossmark’s Chief Market Strategist Victoria Fernandez, CFA, joined Lisa Abramowicz and Annmarie Hordern on Bloomberg Surveillance (starting at 1:39:40). Victoria reviewed the stock market’s current all-time highs and shared insights on potential market conditions in 2026.
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Bob Doll on CNBC’s Closing Bell

Crossmark’s Chief Executive Officer and Chief Investment Officer Bob Doll, CFA joined CNBC’s Closing Bell Overtime with Morgan Brennan and Carol Schlief. Bob, Morgan, and Carol discussed how markets may perform in 2026 pertaining to different sectors including energy, financials, and materials.

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.