July 25, 2018
by Mark Carlton, CFA®
2Q18 Quarterly Perspective
Stocks rebounded last quarter – at least here in the U.S.
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Quarterly Perspective
April 19, 2018
by Mark Carlton, CFA®
Quarterly Perspective for 1Q18
The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent.
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January 18, 2018
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q17
There is really nothing negative one can say about 2017 in terms of the stock market. Returns were great almost anywhere one invested.
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October 18, 2017
by Mark Carlton, CFA®
3Q17 Quarterly Market Perspective
The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter. That brings the year-to-date gain to just over 14%.
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July 20, 2017
by Mark Carlton, CFA®
Trademark Quarterly Perspective
U.S. stocks rose for the seventh consecutive quarter. The S&P 500 stock index added another 3.09%, bringing its year-to-date gain up to 9.34%.
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April 19, 2017
by Mark Carlton, CFA®
1Q17 Trademark Quarterly Perspective
Stocks gained a little over 6% last quarter while bonds rose 0.82%.
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January 24, 2017
by Mark Carlton, CFA®
Quarterly Perspective for 4Q16
The U.S. stock market rallied to new highs last quarter.
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April 19, 2016
by Mark Carlton, CFA®
Trademark’s Quarterly Perspective for 1Q16
The last seven weeks of the quarter produced a spectacular rally as the Fed backed away from its planned rate hikes and risky assets began to recover.
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January 22, 2016
by Mark Carlton, CFA®
Quarterly Perspective for 4Q15
Factoring out just Amazon.com, Netflix, Facebook, and Alphabet (Google), the S&P 500 would have been negative on the year.
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July 14, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 2Q15
Financial assets had a tough second quarter. Interest rates rose while corporate profits dipped.
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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.
Portfolio Strategy
Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.
The Trademark Take
A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.