DD_comm_01

10 Predictions for 2025: Full Report

Bob Doll presents his widely anticipated 10 Predictions for 2025, including a 2024 assessment plus insights on what investors should expect from a Trump 2.0 presidency, inflation, stock market trends, tax cuts, and more.
Explore More

Doll’s Deliberations®

Weekly investment commentary

DD_comm_2

AI Competition and a Possible Trade War Keep Things Interesting

When a stock is assumed to have a monopoly and enjoys abnormally high profit margins (e.g., Nvidia), the impact of something challenging that view can be huge, especially if the stock is priced for near perfection. With the discovery of DeepSeek and the jolt it had on the established AI leaders, we got a taste of that phenomenon last week.
DD_comm_01

Trump 2.0 dominates the dialogue

Stocks advanced (S&P 500 1.76%) as investors began to digest Trump 2.0, which appears to be mostly positive for risk assets. However, significant uncertainties regarding tariffs continue.

Thought Leadership

DD_thumb

Bob Doll’s Quarterly Market Update Q1 2025

10 Predictions for 2025—Quarterly Market Update by CEO/CIO, Bob Doll, CFA
DD_comm_01

10 Predictions for 2025: Full Report

Bob Doll presents his widely anticipated 10 Predictions for 2025, including a 2024 assessment plus insights on what investors should expect from a Trump 2.0 presidency, inflation, stock market trends, tax cuts, and more.

Webinars

BD_Media_thumb

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

BD_Media_thumb

Bob Doll’s Live Quarterly Market Update Webinar – Q4 2024

Media_VF_thumb

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.
Media_BD_thumb

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

PR_thumb1

Crossmark Announces New Roles for Andrew Cullivan and Rob Botard

Crossmark Global Investments, a faith-based firm offering values-based investments, announced today that Andrew Cullivan, CFA
PR_thumb1

Crossmark’s Steward Global Equity Income Fund Awarded 2024 LSEG Lipper Award

We are proud to announce that Steward Global Equity and Income Fund (SGISX) has once again been recognized with a Lipper Award, the tenth consecutive year in which it has done so. Read more here.