Quarterly Perspective

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.

October 21, 2014

by Mark Carlton, CFA®

Quarterly Perspective for 3Q14

The proximate cause of the overall weak stock market was the global economic slowdown.

July 22, 2014

by Mark Carlton, CFA®

Quarterly Perspective for 2Q14

The stock market rally continued through the second quarter of 2014.

April 18, 2014

by Mark Carlton, CFA®

Trademark Quarterly Perspective for 1Q14

After a very strong 2013 it was reasonable to expect there would be some period of consolidation in 2014.

October 18, 2013

by Mark Carlton, CFA®

3Q12 Quarterly Perspective

The market is finally being led by economically sensitive sectors like industrials and consumer discretionary (think autos and washing machines).

July 17, 2013

by Mark Carlton, CFA®

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That said, when people think back on the second quarter of 2013, it will be the performance of bonds and gold they’ll remember.

April 19, 2013

by Mark Carlton, CFA®

Trademark Quarterly Perspective for 1Q13

Stock prices surged in the first quarter of 2013, much as they did in the first quarter of 2012. The similarities end there, however.

January 23, 2013

by Mark Carlton, CFA®

Quarterly Perspective for 4Q12

Asset prices improved in the 4th quarter for the most part, but the list of winners and losers changed quite a bit from earlier in the year.

October 18, 2012

by Mark Carlton, CFA®

Quarterly Perspective for 3Q12

Markets were surprisingly strong last quarter as fairly lackluster economic numbers brought about global central bank intervention.

Investment Insights for Advisors

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

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