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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Oil & War Crosscurrents Continue Even as Earnings Shine

This week, Bob examines the crosscurrents of oil prices, Middle East uncertainty, and strong corporate earnings. While investor sentiment has turned more hopeful, the key question is whether the global expansion can continue to withstand war-related energy shocks and sticky inflation.

Fingers Crossed / Cautiously Optimistic

Market sentiment continues to wax and wane in response to changes in oil prices, but investors generally remain sanguine. A month ago, global equities were reeling, bond yields were rising, and balanced portfolios were being hit by a double whammy. Yet equities have mostly recovered their war-driven losses. What’s next? Bob takes a look at the current state of the markets and what to expect next week.

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.

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

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

In the News

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Victoria Fernandez on Bloomberg Surveillance

Crossmark’s Chief Market Strategist Victoria Fernandez joined Bloomberg Surveillance with Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern last week. Victoria discussed key themes shaping today’s market, including the strength of the consumer, trends in capital expenditures, the outlook for oil, and what we’re seeing this earnings season.

Bob Doll on Fox Business

Crossmark Global Investments’ CEO Bob Doll assesses the Federal Reserve’s recent moves, surging oil prices and more on ‘The Claman Countdown.’

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