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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Quarterly Perspective
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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January 18, 2012
by Mark Carlton, CFA®
Quarterly Perspective for 4Q11
As is so often the case with stocks, a very bad quarter was followed by a very good one.
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October 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 3Q11
No two ways about it – the third quarter of 2011 was difficult. The stock market declined all three months.
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July 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 2Q11
Stocks rallied sharply in the last week of the second quarter to finish relatively flat.
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April 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 1Q11
Stocks posted another gain during a very volatile first quarter of 2011.
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January 17, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 4Q10, Mark Carlton, CFA
The U.S. stock market posted its second consecutive double-digit quarter as more investors became convinced that the economic recovery was for real.
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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.