Market Perspective

April 4, 2017

by Mark Carlton, CFA®

Market Perspective for April 4th, 2017

Stocks gained 6.07%, as measured by the S&P 500, last quarter. That’s a very nice rate of return (over 24% if annualized).

March 14, 2017

by Mark Carlton, CFA®

Market Perspective for March 14th, 2017

All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election.

March 3, 2017

by Mark Carlton, CFA®

Market Perspective for March 3rd, 2017

Today, the narrative of tax cuts and de-regulation as a rationale for further gains is so strong that investors find it difficult to NOT be in the market.

January 10, 2017

by Mark Carlton, CFA®

Market Perspective for January 10th, 2017

The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising.

December 28, 2016

by Mark Carlton, CFA®

Trademark Market Perspective for December 28th, 2016

The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%.

December 3, 2016

by Mark Carlton, CFA®

Market Perspective for December 3, 2016

November was a very good month for U.S. stocks, but not much else.

November 10, 2016

by Mark Carlton, CFA®

Market Perspective for November 10th, 2016

We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference would be huge.

October 9, 2016

by Mark Carlton, CFA®

Market Perspective for 10/9/16

The U.S. stock market has mostly been treading water ahead of the election.

September 12, 2016

by Mark Carlton, CFA®

Market Perspective for 9/12/16

Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen.

August 23, 2016

by Mark Carlton, CFA®

Market Perspective for 8/23/16

Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above its July 31st close.

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.

Explore Portfolio Strategy

Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

Read Our Quarterly Perspective

The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

Read Our Take