August 5, 2011
by Mark Carlton, CFA®
Market Perspective for 8/5/11
The economic slowdown in the developed markets of Europe, Japan, and the U.S. is the greatest worry now for investors.
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Market Perspective
June 28, 2011
by Mark Carlton, CFA®
Market Perspective For 6/28/11
Here is a short comment on the markets, because what I really want to do is comment on funds: The global economy is slowing down.
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June 9, 2011
by Mark Carlton, CFA®
Market Perspective for 6/9/11
Here is what I think we need to be focused on right now: Wednesday’s sell-off was the largest in close to a year.
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April 14, 2011
by Mark Carlton, CFA®
Market Perspective for 4/14/11
From 2000 through 2004 small cap stocks had a compelling valuation argument over large cap stocks.
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March 23, 2011
by Mark Carlton, CFA®
Trademark Market Perspective
The purpose of this note, however, is to discuss the financial implications of the disaster in Japan.
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March 16, 2011
by Mark Carlton, CFA®
Market Perspective
Editor’s Note: Mark started writing this most recent update on March 10th but as the events in Japan unfolded we decided not to publish.
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February 22, 2011
by Mark Carlton, CFA®
Market Perspective, Mark Carlton, CFA
I wrote back in December that rising bond yields threatened the cyclical bull market in stocks.
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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.