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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

November 8, 2019

by Mark Carlton, CFA®

Trademark Market Perspective for November 8th, 2019

As the markets moved into September there was a lot of fear.  As measured by GDP, purchasing managers, and the Institute for Supply...
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October 23, 2019

by Mark Carlton, CFA®

Trademark Quarterly Perspective for 3Q19

SUMMARY The third quarter of 2019 paled in comparison to the previous two quarters as global weakness and trade fatigue combined to...
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September 18, 2019

by Mark Carlton, CFA®

Market Update for September 18th, 2019

Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time...
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