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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

October 17, 2018

by Mark Carlton, CFA®

Quarterly Perspective for 3Q18

The U.S. stock market posted another strong quarter, rising 7.20%. Once again, however, U.S. stocks were pretty much the “only game in town”.

September 25, 2018

by Mark Carlton, CFA®

Market Perspective for September 25th 2018

It’s has been a difficult environment for asset managers who are philosophically committed to diversification.

August 23, 2018

by Mark Carlton, CFA®

Market Perceptive for August 23rd, 2018

Turkish President Erdogan’s efforts to control rising inflation have blown up in his face. The Turkish lira has declined sharply over the past two weeks.

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