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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

August 23, 2018

by Mark Carlton, CFA®

Market Perceptive for August 23rd, 2018

Economy Famous hedge fund investor Stanley Druckenmiller is known for his assertion that it is liquidity that moves markets, not...
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July 25, 2018

by Mark Carlton, CFA®

2Q18 Quarterly Perspective

Summary Stocks rebounded last quarter - at least here in the U.S.  Trade war fears drove up the value of the dollar on the idea that...
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May 18, 2018

by Mark Carlton, CFA®

Market Perspective for May 18th, 2018

Emerging Markets I am nervous about emerging markets.  EM can handle a gradual strengthening of the US dollar to a point, but not the...
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