A Conversation with Nuveen’s Bob Doll

Making predictions can be pretty dicey business in general, but particularly when it comes to matters of the economy. A recent Investment News article recapped an interview with 36-year veteran portfolio manager Bob Doll (chief equity strategist at Nuveen Asset Management) that focused on his predictions for the year and his general economic outlook. While […]

Doll on the Markets Positives and Negatives on Today’s Market

In a recent Barron’s article, Nuveen Asset Management’s Chief Equity Strategist Bob Doll says that, despite disappointing first quarter results and apparent earnings struggles, consumer spending will be a healthy tailwind for the economy as a whole. He offers contrasting views of the current market situation:   Positive: Equity valuations don’t appear to be stretched; […]

Nuveen’s Doll Optimistic for 2016

Bob Doll of Nuveen presents an optimistic picture of 2016, according to MarketWatch. Doll says, “My view is oil is going to stabilize at a low level, and we will see some of the consumer dividend get spent next year.” He continued: “So, the consumer’s going to be a bit better, oil’s going to be […]

Bearishness Overstated, Says Doll

  Bob Doll of Nuveen Asset Management says they “expect equities will outperform bonds over the next six to 12 months, although the ride is likely to be bumpy” in a recent Investment News piece. He describes bearish arguments as “overly negative,” noting that under current conditions “it would hardly be surprising to see equities […]

Doll: Expansion Likely Has Years Left

Nuveen’s Bob Doll says this bull market and economic recovery has been the least believed of his career. But he says that has made for an excellent investment environment — and he doesn’t think we’re done.

Doll's 2014 Forecast

Heading into 2014, Nuveen’s Bob Doll sees growth strengthening and a good year — though not as good as 2013 — for stocks. Doll writes for Barrons that he expects the US economy to grow at a 3% clip in 2014, with growth strengthening thanks to a “litany of hopeful signs includes the housing recovery, […]

Doll Sees Upturn in Stocks, But Not Right Away

Nuveen Asset Management’s Bob Doll thinks the market’s next big move will be higher, but says it won’t happen until earnings and revenue growth pick up. “If global growths improves, the U.S. will participate, (but) we won’t lead the way,” Doll tells Yahoo! Finance’s Breakout, saying that he expects improvement in U.S. earnings and data, though not […]

Sonders On The Manufacturing & Energy Renaissance

Charles Schwab Chief Investment Strategist Liz Ann Sonders says pessimism is still dominating the market — and that has her feeling bullish. “It is shocking that four years into a bull market we still have massive outflows out of equity. I’m amazed at how much skepticism I’m still met with after four years,” Sonders said […]

Rogers Calls Market Gains “Artificial”

Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that farming will be a “fantastic” place to be going forward. He also says he owns stocks in Japan and a few other places, though he […]

Doll: Fading Euro Fears To Help Stocks in 2013

Bob Doll, formerly of Blackrock and now with Nuveen Asset Management, thinks cyclical stocks should fare well in 2013. Doll tells Bloomberg that he expects the economy will continue to “muddle through” this year, while earnings will be good (though not great) and valuations will rise a bit. He thinks a big bullish factor is […]

Doll: Stocks Can Push Higher — If Policymakers Don’t Drop Ball

Blackrock’s Bob Doll says he sees more upside for stocks, but thinks volatility will be high for the rest of the year. “We still believe there is further upside potential for stocks and other risk assets, but given all of the uncertainty, we expect the rest of the year will see some heightened levels of […]

Doll, Sonders Sounding Cautiously Optimistic

Blackrock’s Bob Doll says current market valuations are providing a cushion that will help buoy the stock market even if earnings aren’t great.  “I don’t need great earnings for stocks to be OK at these valuations,” Doll tells The Wall Street Journal. “We would be having a different conversation if stocks were selling at 17 […]

Doll: No Recession, Stocks to Move Higher with Volatility

Blackrock’s Bob Doll says that, while the economy has been faltering for the past few months, he doesn’t think the U.S. is headed into a recession, and he remains cautiously bullish. In commentary on Blackrock’s site, Doll says slowing global growth, the U.S. fiscal cliff, and weak business confidence are all making for serious headwinds […]

Doll Thinks Euro Debt Crisis Will Be Contained

Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There remains a high degree of near-term risk and the possibility of short-term turmoil given the evolving crisis in Europe, fiscal issues in the United States […]

Doll: The Bull Isn’t Done Running

While equity markets have struggled in recent weeks, Blackrock’s Bob Doll says it’s not the start of a  bear market. “Although markets have been troubled in recent weeks, we do not believe investors should confuse the current situation with an ending to the bull market that has been in force since early 2009,” Doll writes […]

Doll: Market Looks Good, But Political Risks Loom

Blackrock’s Bob Doll says he thinks stocks have yet to hit their 2012 highs, but cautions that several factors — especially political issues in the U.S. — could pose a threat to markets. “Our overall view about the markets is that improvements in the global economic outlook, continued easy financial conditions and slowly improving investor […]

Doll: Long-Term Looks Good For Stocks, Short-Term Questionable

Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for risk assets remains a solid one,” Doll writes in his weekly commentary on Blackrock’s site. “The global economy is hardly experiencing boom conditions and remains […]

Doll Sees Double-Digit Returns in 2012

Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the economy doesn’t post strong growth. “In part, we believe the upward moves of the last two weeks can be attributed to the fact that many […]

Doll: Focus on Dividends and Free Cash Flow

Blackrock’s Bob Doll says investors should focus on firms that pay strong dividends — but make sure that the firms have the free cash flows to raise their dividends. “Dividends work if the company raises the dividends. It’s about free cash flow, not the dividend” itself, Doll tells CNBC. “In a world that we muddle […]

Doll: Political Will Needed to Fix European Situation

Blackrock’s Bob Doll says that he thinks Europe is already in a recession, and that solving the continent’s debt crisis is not a matter of economics but instead one of political will. Doll tells Yahoo! Finance’s Breakout that he thinks political leaders will eventually show that will, but that the longer they wait the worse […]

Doll Thinks “Period of Greatest Risk” Has Passed

Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt crisis and ongoing economic uncertainty are likely to remain headwinds for stocks for some time,” Doll writes in his latest market commentary on Blackrock’s website, […]

Doll: U.S. Economy “Doing Just Fine, Thank You”

Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to see a strong third-quarter earnings season, and says that with the market offering a dividend yield higher than the 10-year Treasury yield for the first […]