Bob Doll - Nuveen Asset Management

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Last quote by Bob Doll

Among these factors are the tailwinds that enable active managers, given their portfolio construction, to win, and we're heading into that environment. So this should be a good year.feedback
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Apr 12 2017
Bob Doll has been quoted 37 times. The one recent article where Bob Doll has been quoted is US stock indexes slide in midday trading; oil heads lower. Most recently, Bob Doll was quoted as having said, “One of our predictions this year is we're going to have higher volatility. It's to be expected with all the economic uncertainties, all the geopolitical uncertainties.”.
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Bob Doll quotes

I think as long as the U.S. growth expectations move higher, as long as the dollar is moving higher, this says the U.S. is where it's happening. Stronger growth differential, the interest rate differential, I think this points to further strength in the U.S. versus the rest of the world.feedback

We're nowhere near that. We may be moving from cautiousness to optimism, but euphoria's down the line somewhere. If people feel better about life, no matter what policy is, they spend a little more money. The question is, is the confidence coming back so fast that no matter what happens, the markets can't deliver, the economy can't deliver? We'll see.feedback

We've spent this entire bull market with nobody believing it. The caution, the concern, The next downturn's going to kill me,' and now we're beginning to have people feel a little bit better. That's always a good sign, and bull markets don't end until you get that euphoria.feedback

It's fair to say that we may have had some influence.feedback

We've had a long-term bull market in bonds, as interest rates have gone from double digits to 1.37 percent. That's a 35-year tailwind which I think is now turning into headwind.feedback

All of that has caused interest rates to move up about 100 basis points, but probably heading higher.feedback

Seeking yield has been a wonderful activity for years and it's beginning to backfire. I think that we're going to have to move to an environment where we take what we need from the total return of the portfolio.feedback

It's always a weird time when you change administrations from one party to the other. it's also weird because of who we elected – a nonpolitician who was all over the place during the campaign so uncertainty is still there.feedback

We don't know what policies are going to pass or how long it will take to enact them, or how good they will be.feedback

We're probably heading into a period where bonds go down and stocks are up – not tons, because the P/E rate is not going to go up if interest rates are going up.feedback

I'm not convinced it's a one-way street. We'll get some of those days. Under the surface, the trend has changed. Whatever you thought about stocks before the election, you have to like them a little more, and whatever you think about bonds, you have to like them a little less.feedback

The market was saying we like certainty, and we don't like uncertainty and Donald Trump is more uncertainty than Clinton. There are going to be more good things and more bad things and we're going to see what happens. Underneath a lot of this, the economy is dong a little better and we can't lose sight of that.feedback

The main thing is we just don't know. There will be a lot of trial balloons. For the market to have a serious problem, it's going to have to be convinced the protectionist Donald Trump is showing up more than the growth Donald Trump. We elected both Donald Trumps, but I think the growth one is going to win out.feedback

For the last few years, the search for yield, perceived safety and low volatility has been an investor's dream, and billions and billions and billions have gone into those things. That is over and done and it's unwinding. That is because the economy is doing better and inflation is picking up a bit.feedback

With seasonality, more likely it's going to be higher than where we are. I hesitate because we've run so hard for the last couple of weeks. Maybe we take a breath and then we come on with a year-end rally. I don't know. But I can't believe it would (go) straight up to the end of the year.feedback

Did we elect Donald Trump the tax-cutter and the pro-growth president or did we elect Donald Trump the protectionist with some tariffs, which is a tax increase?feedback

Did they get overdone on upside? Absolutely, they may fall back some more, but think you have to like banks generally more today than you did two weeks ago.feedback

It looks like we've got a shot, not a given, but a shot, at more growth and more inflation, more nominal GDP, and that's a beautiful thing for the banks, the shape of the yield curve.feedback

We might not have the best trade deals in the world. But we have benefited from every trade deal that's been signed.feedback

The market isn't saying, I like Hillary and I don't like Donald.' It's saying, I like certainty. I don't like uncertainty,' and with Hillary Clinton there's a little more understanding.feedback

Markets are oscillating. That will continue. But we're frustrating the bulls and the bears. Got to own the right stocks and avoid the bad ones.feedback

The other reason is he's been very clear he's going to start a trade war with China, Mexico and a few other places, and we all know trade wars are not good for economic growth and, therefore, they're not good for markets.feedback

I thought I was a traditional Republican conservative.feedback

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