Money Life with Chuck Jaffe

Crossmark's Doll makes his '26 predictions: 'We are in a high-risk bull market'

Jan 2, 2026
Bob Doll, Chief Investment Officer at Crossmark Global Investments, shares his intriguing market forecasts for 2026, predicting a 'high-risk bull market' with sticky inflation and disappointing earnings. John Cole Scott, President of CEF Advisors, reviews his previous predictions for closed-end funds, assessing wins and losses in a turbulent financial landscape. The two experts discuss key sectors to watch, the effects of AI on market volatility, and the growing trend of faith-based investing, offering valuable insights for navigating the unpredictable market ahead.
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ANECDOTE

Closed-End Global Equity Outperformed

  • John Cole Scott recapped that global equity closed-end funds outperformed massively, up ~47.5% in 2025.
  • He contrasted that with average U.S. closed-end fund returns of ~11.2%, showing a big allocation win.
ANECDOTE

CEF Picks Largely Worked For Clients

  • John reviewed his five fund picks: several were big winners (TBLD, EOD) while some missed (GSBD, a taxable bond pick).
  • His five-stock sample still outperformed peers by ~2% annualized, validating active selection.
ADVICE

Make A Financial To-Do List

  • Build control over emotions to manage conflicting feelings about finances during 2026.
  • Chuck Jaffe urges listeners to make a financial to-do list to reduce confusion and improve clarity.
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