Quarterly Perspective

November 30, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 3Q.25

Global stocks outpace the U.S. as the AI narrative shifts. Get the full breakdown of 3Q.25's market winners, from international surges to the latest Fed moves.
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October 25, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 3Q.25

Historically, September is a difficult month for stocks.  Market started to anticipate this by flattening out in mid-August, but positive interest rate news…
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July 23, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 2Q.25

The second quarter came in like a shark and went out like a kitten.  The first six trading days of the quarter were wracked with tariff fears and selling, then…
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August 2, 2024

by Mark Carlton, CFA®

Quarterly Perspective for 2Q24

Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1].  That is the good news.  The bad news was that...
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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.

Market Perspective

Commentary on the events moving markets, written as the news develops. Each update gives advisors context for timely client conversations.

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Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

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The Trademark Take

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

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