April 1, 2015
by Mark Carlton, CFA®
Market Perspective for April 1, 2015
The first quarter of 2015 is just over and it has been fairly disappointing for most investors.
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Market Perspective
January 9, 2015
by Mark Carlton, CFA®
Market Perspective for 1.9.15
I am more concerned that this recent selloff occurred just three week after the previous one, and fewer stocks rallied between December 15th and December 26th.
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December 16, 2014
by Mark Carlton, CFA®
Market Perspective for 12.16.14
As this is written, the stock market has completed a horrible week as investors contemplate what the drastic decline in oil prices portends.
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August 22, 2014
by Mark Carlton, CFA®
Our Market Perspective
As of August 20th, stocks as a whole have recovered the entire -4.1% drop from July 24th to August 7th.
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August 1, 2014
by Mark Carlton, CFA®
Market Perspective & Fund Notes for 8/1/14
Bear markets are never revealed on Day 1. The subsequent market activity reveals the bear.
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June 16, 2014
by Mark Carlton, CFA®
Market Perspective for 6/16/14
The Russell 2000 is still behind the S&P 500 by close to 5.5%, but this spread was over 7% four weeks ago.
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May 23, 2014
by Mark Carlton, CFA®
Market Perspective for 5.23.14
Bonds have had a surprisingly good run in 2014, with the benchmark up 3.4% year–to-date.
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March 31, 2014
by Mark Carlton, CFA®
Market Perspective for 3/31/14
Last week saw one of the biggest asset allocation reversals I have ever seen.
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February 18, 2014
by Mark Carlton, CFA®
2.18.14 Market Perspective
We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week.
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January 17, 2014
by Mark Carlton, CFA®
Market Perspective for 4Q13
Everybody wants to bet on the favorite and get paid like they are betting on the long shot. You can’t do that – at best you get one or the other.
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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.