August 14, 2012
by Mark Carlton, CFA®
Trademark Market Perspective for 8.14.12
One of the biggest mistakes advisors can make is to believe that what is inevitable is also immediate.
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Market Perspective
July 16, 2012
by Mark Carlton, CFA®
Market Perspective for 7/16/12
Second quarter earnings are beginning to come out and while they have been decent, future guidance is taking a hit.
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May 18, 2012
by Mark Carlton, CFA®
Notes from the 2012 CFA Conference
The conference was opened on Sunday May 6th by James Montier of Grantham, Mayo, Van Otterloo (GMO) who came into Chicago (where the...
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April 30, 2012
by Mark Carlton, CFA®
Follow-up on Benchmarks
A blended benchmark paints a different picture than just looking at one component.
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April 12, 2012
by Mark Carlton, CFA®
Market Perspective for 4/12/12
A net gain of 120,000 jobs with no prior month upward revisions is bringing back the idea of a mid-year slowdown, much as we saw the last two years.
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February 14, 2012
by Mark Carlton, CFA®
Market Perspective for 2/14/12
The economy continues to improve, if slowly. 243,000 new jobs were created last month, continuing the positive trend.
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January 12, 2012
by Mark Carlton, CFA®
Market Perspective for 1/12/12
Last Friday’s unemployment report was stronger than expected. 200,000 new jobs were created last month, and the overall unemployment rate declined to 8.5%.
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December 16, 2011
by Mark Carlton, CFA®
Market Perspective for 12/16/11
This is a difficult time for investors and advisors, because many of the rules of thumb and tools we use aren’t working right now.
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November 1, 2011
by Mark Carlton, CFA®
Market Perspective for 11/1/11
Economically, not all that much happened in October. On September 30th the Economic Cycle Research Institute (ECRI) said that we were...
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September 15, 2011
by Mark Carlton, CFA®
Market Perspective for 9/15/11
The dilemma for us as investors is to determine whether the current sell-off has created the conditions for an investable bounce.
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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.