Bob Doll - Nuveen Asset Management


Last quote by Bob Doll

Earnings should be reasonably good along with economic statistics. We've got, of course, that hurricane effect we saw in the jobs report last Friday. That could affect some earnings. It could be the right excuse when companies don't make
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Oct 09 2017 Trump Presidency
Bob Doll has been quoted 57 times. The one recent article where Bob Doll has been quoted is We could get a pullback if 'adults leave the Trump administration'. Most recently, Bob Doll was quoted as having said, “My view is corrections are non-predictable and random but after the fact we always know why. Catalysts could be maybe earnings aren't as good as we think. Maybe some adults leave the Trump administration. Maybe inflation as we saw a hint of the Friday employment report and wages begin to move higher.”.
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Bob Doll quotes

Apr 12 2017

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

Apr 11 2017 - Oil

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

Apr 07 2017

It was big [cap] that led small [cap]. It was growth that led value. It was defensive that led the cyclicals. That isn't where we were last year, nor is it a sign that we're going straight up. It's just a little bit of a warning

Apr 07 2017 - Oil

We think economic sentiment may be too high and elevated confidence may make investors vulnerable to downside economic surprises. To be sure, we are not expecting a significant economic slowdown, but the nearly non-stop pace of positive economic data is unlikely to continue. At some point, a setback will likely be triggered by a manufacturing decline, soft oil prices, weakening data from China or some other factor, which could spark a risk-off

Mar 27 2017

From a political perspective, we think the key issue is whether the president will encounter similar problems with his tax reform agenda, which is likely to be as complicated as health care reform, if not more so. If political turmoil is ongoing, higher risk, cyclical areas of the equity market would likely remain under

Mar 07 2017

We believe equity markets may be ahead of themselves. The pace of the current rally is not sustainable, and investors may be overly optimistic about the political, economic and earnings environment. As such, we think a pullback or correction is possible at some

Mar 07 2017

The economy needs to remain good to continue this. Trump's policies could be icing on the

Mar 07 2017

Last week, [President Donald] Trump speaks Tuesday night, market's up 300 [basis points] on Wednesday. And the Thursday headlines say, Trump rallies the market.' No, no, no, no – the global PMI was at least 200 of those 300 points, in my view. The Fed's turning neutral and then negative for the stock market. I think it means that the easy gains are in the rearview mirror. There are other things like earnings pushing the market higher, but we no longer have the Fed in our court in my

Mar 07 2017 - Bank of America

Don't give up on the financials. They're up a bunch. Better economy, higher interest rates, less regulation – nobody benefits more than the financials from that. When we're really bullish, Bank [of] America and Citi. When we're a little more cautious, JPMorgan and Wells [Fargo].feedback

Feb 02 2017

We won't know the answer to that until we do

Jan 31 2017 - Supreme Court

He's quickly going to change the subject to the Supreme Court nominee, so I think the noise will move from the immigration thing to the Supreme Court thing. It'll fade when we have something new to talk about. Too many people thought we had a Republican president, a Republican House, Republican Senate and they were going to all get along peachy keen … but it's going to be bumpy, because they're not all going to see the ball the same way. I think it's going to be inconsistent, and it will come back to is the economy OK and are earnings OK? If they are, the market will be

Jan 23 2017 - Wall Street

Wall Street love[s] the idea that we have a pro-growth president, but we had a press conference, we had an inaugural address, and he really didn't talk about those issues, and I think that's caused a little bit of a sag. I think the market's saying, I made a list: trade deals, tax cuts, tax reform, repatriation, Obamacare, Supreme Court, immigration, ISIS, fight the press, infrastructure. What are your three most important ones? What are you going tackle first? You can't do them

Jan 23 2017

We need the excess to show up for somebody to stomp on it, usually the Fed, and that's not in sight. Financials started doing better on Brexit Monday, accelerated post the election, and while maybe a little ahead of themselves in the short term, I assume they're going to do well this year. Stocks that look like bonds did phenomenally well during the stagnant growth period. Utilities, a perfect example. Some of the telecom names, some of the consumer staples. They're not cheap to begin with. [And] there's more underperformance to

Dec 28 2016

Volume is pretty weak, so there's no aggressive selling taking place. It's more sellers locking in some better gains than they thought they were going to get this year. It's been a really good year, so letting a little go is just

Dec 27 2016

We're completing the seventh year in a row where the U.S. has led, so it won't happen forever, but I think the signs are still there, at least early in the

Dec 27 2016

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

Dec 27 2016

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

Dec 27 2016

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

Dec 07 2016

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

Nov 27 2016 - Bull market

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

Nov 27 2016 - Snapchat

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

Nov 27 2016 - Snapchat

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

Nov 25 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 24 2016

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

Nov 17 2016

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

Nov 17 2016

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

Nov 17 2016

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

Nov 09 2016

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

Nov 02 2016

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

Nov 02 2016

It's about what you own and what you don't

Nov 02 2016

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

Jul 27 2016

I think they've been afraid of their

Jun 08 2016

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

Jan 21 2016

I thought I was a traditional Republican

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