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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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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.
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Stocks supported by a somewhat resilient economy, but could be challenged by tariff-driven earnings disappointments or rising interest rates

Equities have recovered most of their tariff-driven losses from earlier this year, when markets abruptly went from overbought to oversold (to now neutral).

Thought Leadership

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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.
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Bob Doll’s Quarterly Investment Commentary 2Q 2025

In his quarterly investment commentary, Bob Doll provides an in-depth look at the first quarter of 2025, including market volatility, inflation considerations, and one possible silver lining for the global economy.

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.