March 4, 2025
by Mark Carlton, CFA®
Market thoughts March 4, 2025
Market thoughts March 4, 2025 by Mark Carlton, CFA®
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Market Perspective
December 13, 2024
by Mark Carlton, CFA®
Market Perspective December 11, 2024
Trademark Blog Post – December 11, 2024: The U.S. stock market surged after the November election. Investors remembered that in the...
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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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August 23, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 8/23/2023
Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global...
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March 2, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 3/2/2023
Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...
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August 29, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 8/29/2022
Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman...
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July 29, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q22
Summary The second quarter was a difficult one for stocks, as the S&P 500 plunged -16.1%. In fact, we’d have to go back to the first...
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June 1, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 6/1/2022
Trademark Financial Market Update – June 1, 2022 1) Overall: Last week was a great one for risk assets. Both stocks and bonds had been...
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April 7, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 4/6/2022
The stock market recovery that began on March 15th has stalled out as comments by Fed Governor Lael Brainard on Monday scared investors...
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February 24, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 2/24/2022
Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...
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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.