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.
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Quarterly Perspective
July 22, 2014
by Mark Carlton, CFA®
Quarterly Perspective for 2Q14
The stock market rally continued through the second quarter of 2014.
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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.
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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).
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July 17, 2013
by Mark Carlton, CFA®
post title
That said, when people think back on the second quarter of 2013, it will be the performance of bonds and gold they’ll remember.
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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.
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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.
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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.
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July 25, 2012
by Mark Carlton, CFA®
Quarterly Perspective for 2Q12
The stock market pulled back during the second quarter but the decline was modest (3.1%).
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April 18, 2012
by Mark Carlton, CFA®
1Q12 Quarterly Perspective
What began last October as a relief rally based on the premise that the global economy was not about to crash has turned into genuine optimism.
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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.