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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%.

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

March 18, 2019

by Mark Carlton, CFA®

Trademark Market Perspective for 3/18/19

The bull market began on March 9th, 2009, so at this point the Great Recession is completely gone from 10-year performance results.

February 15, 2019

by Mark Carlton, CFA®

Trademark Market Perspective for 2/15/19

It is eye-opening to read the Market Perspective I wrote exactly two months ago. There was a real sense of dread back then as the global...

January 22, 2019

by Mark Carlton, CFA®

4th Quarter 2018 Market Perspective

In fact, 2018’s poor performance has raised the question as to whether or not the post-financial crisis bull market was over.

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