Quarterly Perspective

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.

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.

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.

April 21, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 1Q15

The big takeaway should be that we are in a favorable but fragile environment where any type of change will be viewed skeptically by market participants.

January 21, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 4Q14

While 2014 was a very good year for “plain vanilla” securities like blue chip stocks and Treasury bonds, it was a fairly dismal year for risk takers.

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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