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.
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Market Perspective
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
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May 6, 2026
by Mark Carlton, CFA®
Trademark Market Update — April 30, 2026
U.S. stocks rose 10.4% in April. The rally was triggered by the March 30th announcement that the U.S. would not invade Iran nor try to obliterate it.
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March 30, 2026
by Mark Carlton, CFA®
Trademark Update – March 27, 2026
As bad as things have been here in March, overseas it has been worse (except for Latin America).
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March 4, 2026
by Mark Carlton, CFA®
Trademark Update – February 27, 2026
Markets had priced in winners before, but in February 2026 they finally got around to thinking about who would be the losers.
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December 1, 2025
by Mark Carlton, CFA®
Trademark Update November 30, 2025
The top story in November was the surge in both gold and silver.
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November 4, 2025
by Mark Carlton, CFA®
Trademark Update – October 31, 2025
End of October Market Update · This was a huge month for biotechnology. Biotech is a very long duration asset (many companies are far from their first…
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September 2, 2025
by Mark Carlton, CFA®
End of August Market Thoughts
Growth stocks seem a little tired. Give them credit where it is due, they have sizzled over the last few months.
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August 1, 2025
by Mark Carlton, CFA®
Market Thoughts August 1, 2025
Another strong month for the S&P 500 is in the books. The S&P 500 tacked on another 2.2% to get the YTD figure up to 8.4%.
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April 4, 2025
by Mark Carlton, CFA®
Market Thoughts April 4, 2025
Up until 3pm CDT on April 2nd, most of the market felt tariff negotiations were a bit of brinksmanship that would untimely lead to positive results.
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Investment Insights for Advisors
Ongoing market commentary and portfolio research from the team that manages the portfolios — designed to support the conversations you have with clients.
Portfolio Strategy
Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.
Quarterly Perspective
A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.
The Trademark Take
A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.