our insights
Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
April 23, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q24
Summary The stock rally that began in late October continued through this past March. The S&P 500 added 10.6% last quarter....
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January 25, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q23
Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from...
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November 1, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 11/01/2023
Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new...
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