Quarterly Perspective

January 18, 2012

by Mark Carlton, CFA®

Quarterly Perspective for 4Q11

Summary As is so often the case with stocks, a very bad quarter was followed by a very good one. Last quarter the stock market rose...

October 13, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 3Q11

Summary No two ways about it – the third quarter of 2011 was difficult. The stock market declined all three months. July was the month...

July 13, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 2Q11

Summary Stocks rallied sharply in the last week of the second quarter to finish relatively flat. The quarter had started strong for...

April 13, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 1Q11

Summary Stocks posted another gain during a very volatile first quarter of 2011. The U.S. stock market surged to a gain of more than...

January 17, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 4Q10, Mark Carlton, CFA

Summary The U.S. stock market posted its second consecutive double-digit quarter as more investors became convinced that the economic...

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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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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