The U.S. political backdrop continues to contribute to overall uncertainty.
Investors looked past the negatives to bid up stock prices.
There are reasons for optimism, but also several rising risks.
Today’s environment means that investment selectivity is more critical than ever.
Overall economic and market fundamentals remain stable, which suggests that equity prices can still move higher.
While the worst of the correction may be behind us, messy market conditions may continue.
In the long term, returns will probably be lackluster compared to the last decade.
The combination of rising yields and climbing inflation is probably the most serious potential issue for stocks.
Bob Doll runs down Nuveen Asset Management's 2015 predictions, most of which they got right.
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