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Rethinking Returns: Stocks, Bonds, & Investing in the Decade Ahead

What’s in store for investors in the next decade? In his latest white paper, Crossmark CEO & CIO Bob Doll explores what changing market dynamics could mean for capital markets. Where might returns come from? What role will stocks and bonds play in portfolios? And what should investors be considering as they look beyond the market environment of the past decade?
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Doll’s Deliberations®

Weekly investment commentary

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AI Takes a Breather

The cracks in the AI boom continue to accumulate. Funding pressures, capex concerns, and growing questions about future returns are testing one of the market’s most important investment themes.
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Finally, a Bond Bear Market Pause

Bond markets have finally begun to stabilize after becoming oversold, with yields easing as cracks emerge in the AI trade. This reprieve could support equity markets and the real economy – if it lasts.

Thought Leadership

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Bob Doll’s 4Q26 Investment Update (Webinar Presentation)

As the fourth quarter begins, Bob Doll, CFA, looks back at 2026 and considers what the end of the year may hold for investors. Access the presentation and watch the webinar replay for more.
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Webinar Replay: Bob Doll’s 4Q26 Investment Update

Bob Doll, CFA, presents his quarterly market and investment update in this hour-long webinar. A Q&A with Victoria Fernandez, CFA, addresses top-of-mind topics for advisors and investors.

Webinars

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Bob Doll’s Investment Update Webinar – Q4 2026

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Bob Doll’s 10 Predictions for 2026 Webinar – Q3 2026

Victoria Media Appearance

Victoria Fernandez on CNBC

Crossmark’s Chief Market Strategist, Victoria Fernandez, CFA, recently joined CNBC’s Morning Call to discuss chips, inflation and banks.
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Bob Doll on Faith & Finance Radio

How To Save For Major Purchases: Bob Doll joined the Faith & Finance Radio podcast to discuss how planning ahead, avoiding debt, and practicing biblical financial stewardship go hand in hand – go to 32:00 to hear Bob’s segment.

Press Releases

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Crossmark Appoints Reed Williams as Senior Director of Exchange-Traded Funds

Crossmark Global Investments, a faith-based investment management, announces the appointment of Reed Williams, CIMA®, CETF®, as Senior Director of Exchange-Traded Funds.
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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).