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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 […]
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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.

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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

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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