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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

May 6, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for May 6th, 2020

Investors are herd creatures.  We can’t help it; 100,000 years of programming is hard to unlearn.  That said, what enabled our ancestors...
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April 28, 2020

by Mark Carlton, CFA®

Quarterly Market Perspective for 1Q20

SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...
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March 20, 2020

by Mark Carlton, CFA®

Trademark Market Update for March 20th, 2020

Exactly one month ago (February 19, 2020), the S&P 500 made a high just above 3393 before closing at 3384.  We didn’t know it at the...
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