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Market Insights, Thought Leadership

Crossroads or Crosshairs? Navigating Uncertainty, Tariffs, and Overvaluation

In a new white paper, PM/CEO/CIO Bob Doll, CFA, explores key market risks amid rising policy uncertainty and recent volatility. The paper highlights concerns around slowing consumer demand, labor market softening, elevated valuations, and unrealistic earnings expectations.
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Doll’s Deliberations®

Weekly investment commentary

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Are we approaching an inflection point?

Just when it seemed the macro backdrop was brightening and the global economic expansion might gain traction, the Middle East erupted and triggered a spike in oil prices. Is it time to rethink one’s portfolio strategy?
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Tariffs, Economic Uncertainties, and Now, Higher Oil Prices

The near-term economic and inflation outlook is still clouded by tariff increases and uncertainty regarding the ultimate endpoint of U.S. trade policy.

Thought Leadership

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Is Alcohol Adding Alpha?

In the first of our Portfolios With Purpose series on values-based investing, Bob Doll and Will Sorrell explore the implications of investing in alcohol-related stocks, from biblically responsible investing (BRI) to health, social, and performance considerations.
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Bob Doll’s Quarterly Market Update Slides 2Q 2025

In his quarterly webinar, Bob Doll provided perspective on the events shaping the markets and economy, including possible paths forward.

Webinars

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

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Bob Doll’s Live Quarterly Market Update Webinar – Q1 2025

In the News

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Victoria Fernandez on Barron’s

Crossmark’s Chief Market Strategist, Victoria Fernandez, CFA, shared her insights with Barron’s on Monday’s market retreat, driven by news of an anti-monopoly probe into Nvidia and its ripple effects across the tech sector. Victoria offers her perspective on what these developments can mean for investors and the broader economy.
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Bob Doll on ThinkAdvisor

“The market is up 27% this year after a 26% gain in 2023—pretty incredible,” says Bob Doll, CFA, Crossmark’s CEO and CIO. But what’s next for investors? Bob joined ThinkAdvisor to discuss why a measured approach may be prudent as we head into 2025, with insights on market valuations, sector performance, and the potential for a Q1 pullback.

Press Releases

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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

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Two Crossmark Values-Based Steward Funds Receive 2025 LSEG Lipper Awards

Crossmark Global Investments is pleased to announce the Steward Global Equity Income Fund (SGISX) and Steward Covered Call Income Fund (SCJIX) received 2025 LSEG Lipper Fund Awards, presented by LSEG.