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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

February 19, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for February 19th, 2020

THE NEW GOLD RUSH Welcome to the new gold rush.  There is a feeling in the investment world that we are in an Age of Disruption that is...
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January 23, 2020

by Mark Carlton, CFA®

4th Quarter 2019 Market Perspective

Summary 2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020.  Against a...
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January 3, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for January 3rd, 2020

What a difference a year makes!   The year-over-year gain from Christmas Eve 2018 to the same day in 2019 was close to 40%!  We went...
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