Quarterly Perspective

July 19, 2019

by Mark Carlton, CFA®

2Q19 Quarterly Perspective

SUMMARY The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds.  US equities...
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July 25, 2018

by Mark Carlton, CFA®

2Q18 Quarterly Perspective

Summary Stocks rebounded last quarter - at least here in the U.S.  Trade war fears drove up the value of the dollar on the idea that...
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April 19, 2018

by Mark Carlton, CFA®

Quarterly Perspective for 1Q18

Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent.  Probably...
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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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