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Market Insights

Bob Doll’s Quarterly Investment Commentary 2Q 2025
Market Insights, Thought Leadership, Doll’s Deliberations

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.

04/07/2025
Crossroads or Crosshairs? Navigating Uncertainty, Tariffs, and Overvaluation
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.

03/26/2025
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