Quarterly Perspective

November 2, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary Q3.2026

Our Q3 2026 review covers tech’s dominance, the bond sell-off, and why commodities may offer a hedge against a downturn. Read now and learn more!

October 20, 2026

by Sam Glubka, CIMA®

3Q26: A Quarter of Crosscurrents

Rising yields, renewed conflict, and a market carried by a few big names. Our 3Q26 commentary breaks down a quarter of crosscurrents and what it means heading…

August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter. That brought the year-to-date return up to 10.2%.

January 21, 2026

by Mark Carlton, CFA®

Quarterly Market Summary – January 21, 2026

U.S. stocks added another 2.6% last quarter, bringing its full year return to 17%.

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.

October 25, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 3Q.25

The stock market rally continued, with the S&P 500 adding another 8.1% last quarter to bring its year-to-date gain up to 14.8%.

July 23, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 2Q.25

What a turnaround! Stocks soared to a 10.9% quarterly return last quarter after President Trump reversed himself on tariffs.

April 22, 2025

by Mark Carlton, CFA®

Quarterly Market Summary for Q1 2025

Of Pianos, Mattresses, and Light Switches - Why it is Especially Challenging to Manage Assets in this Environment

January 30, 2025

by Mark Carlton, CFA®

Quarterly Market Summary for Q4 2024

With dividends reinvested, the S&P 500 gained close to 25% in 2024, but only 2.4% of that came in the final three months.

November 5, 2024

by Mark Carlton, CFA®

Quarterly Perspective For Q3, 2024

The third quarter of 2024 was an investment advisor’s dream.

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.

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

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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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