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August 4, 2026
by Mark Carlton, CFA®
Trademark Quarterly Commentary 2Q.2026
Summary Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter. That brought the year-to-date return up to 10.2%. Technology did the heavy lifting – that sector rose 41.4% while the other ten sectors lagged the S&P 500’s gain. In a complete reversal from the first quarter, energy was […]
Our Latest Insights
April 26, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q21
Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs. For the...
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March 4, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 03/04/2021
Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this...
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February 3, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 02/03/2021
Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple,...
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