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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

June 5, 2017

by Mark Carlton, CFA®

Trademark Market Perspective for June 5th, 2017

Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in.  This is my...
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May 3, 2017

by Mark Carlton, CFA®

Trademark Market Perspective for May 3rd, 2017

I just returned from the Morningstar conference in Chicago.  I always find it interesting to compare each conference I attend to past...
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April 19, 2017

by Mark Carlton, CFA®

1Q17 Trademark Quarterly Perspective

Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%.  Stocks continued the momentum from late 2016 as...
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