our insights

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Featured

August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

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%.

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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Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

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Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

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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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Our Latest Insights

January 25, 2022

by Mark Carlton, CFA®

Quarterly Market Perspective for 4Q21

The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.

December 13, 2021

by Mark Carlton, CFA®

Trademark Market Perspective for 12/13/2021

Core CPI, at 4.9%, is the highest in over 30 years – and, because of the way owners equivalent rent is calculated, might well be understated.

October 28, 2021

by Mark Carlton, CFA®

Quarterly Market Perspective for 3Q21

While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way.

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