A concise, weekly market update for financial advisors and investors from the mind of industry veteran Bob Doll, CFA, Portfolio Manager, CIO, and CEO of Crossmark Global Investments, delivered weekly in just 10 minutes, preparing you for the week ahead in the financial markets.
All content for Doll’s Deliberations is the property of Crossmark Global Investments and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A concise, weekly market update for financial advisors and investors from the mind of industry veteran Bob Doll, CFA, Portfolio Manager, CIO, and CEO of Crossmark Global Investments, delivered weekly in just 10 minutes, preparing you for the week ahead in the financial markets.
Earnings Are Supportive, But Rich Valuations Limit Potential
Doll’s Deliberations
8 minutes
1 month ago
Earnings Are Supportive, But Rich Valuations Limit Potential
Bob Doll reviews the week: mixed markets with the S&P up, weak August payrolls that boosted Treasury prices and Fed-cut expectations, and uneven sector performance driven by MAG-7 strength and sticky inflation.
He concludes that earnings and supportive policy fuel a positive outlook, but stretched valuations, rising long-term yields, and persistent inflation make returns likely bumpy and the risk-reward less favorable.
For a copy of this week's Doll's Deliberations click on the following link Doll’s Deliberations - Crossmark Global Investments or go to www.crossmarkglobal.com for additional insight and investment solutions.
Doll’s Deliberations
A concise, weekly market update for financial advisors and investors from the mind of industry veteran Bob Doll, CFA, Portfolio Manager, CIO, and CEO of Crossmark Global Investments, delivered weekly in just 10 minutes, preparing you for the week ahead in the financial markets.