our insights

Stay informed with perspectives from our investment team:

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%.
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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.

Explore Portfolio Strategy

Quarterly Perspective

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

Read Our Quarterly Perspective

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

June 3, 2021

by Mark Carlton, CFA®

Trademark Market Perspective for 06/03/2021

Last week the 10-year fell from 1.65% to 1.58%, with growth beating value. That tells you all you need to know about what is moving the market on a daily basis.
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April 30, 2021

by Mark Carlton, CFA®

Trademark Market Perspective for 04/30/2021

This year has favored the type of growth funds that own only profitable companies and whose P/E multiples are not unreasonable given current growth rates.
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April 26, 2021

by Mark Carlton, CFA®

Quarterly Market Perspective for 1Q21

The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs.
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