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Lewis Braham: Retailers, Energy Stocks Fit Nuveen Fund’s Strict Rules: (NLACX) - (NMAEX)
FYI: Bob Doll wears two hats at Nuveen: He is chief equity strategist and manager of a suite of five Nuveen mutual funds, the largest of which is the $811 million Nuveen Large Cap Core. In his strategy role, Doll, 64, writes weekly market commentaries and issues annual predictions that are widely followed by investors. After the market’s recent slide, which left the S&P 500 index trading about 15% below its 2018 peak, he is cautiously optimistic about the outlook for 2019. “I’m not a bear,” he says. “I don’t think we go straight down. The economy and earnings are too good. But a new market high isn’t close in the future.” Regards, Ted https://www.barrons.com/articles/bob-dolls-nuveen-large-cap-core-fund-plays-by-its-own-rules-51546031557?mod=djem_b_Weekly Feed for Barrons Magazine