Doll’s Outlook Fuels Equity Unit Trust

Incapital and Nuveen Asset Management created an equity unity trust built around Bob Doll’s 2015 market predictions, released January 7.

Doll, chief equity strategist and senior portfolio manager for Nuveen, has been forecasting the economy for more than 25 years. (See “Bob Doll Peers into the Tea Leaves for 2015.”) This year he predicts some jolts from the equities market, more investor optimism and an overall persistence of 2014’s trends.  

The firms say the Nuveen 2015 Equity Outlook Portfolio, deposited on January 14, is a high-conviction portfolio with an approach seeking to limit uncompensated risk while allowing for capital appreciation. The portfolio’s managers will pursue opportunities not fully reflected in current stock market valuations.

This is the second consecutive year the two investment firms have partnered to bring such a portfolio to market.

More information about the Nuveen 2015 Equity Outlook Portfolio is available at Incapital’s website.