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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

October 26, 2020

by Mark Carlton, CFA®

Quarterly Market Perspective for 3Q20

Summary The U.S. stock market gained 8.9% last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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August 31, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for 8/31/20

The Fed Not much to say about the U.S. stock market overall.  I’ve been reading a lot of analogies lately, so here is mine:  Imagine...
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July 30, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery.  Whether the recovery...
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