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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

January 24, 2017

by Mark Carlton, CFA®

Quarterly Perspective for 4Q16

Summary The U.S. stock market rallied to new highs last quarter.  Investors appeared to be nervous leading up to the election, but...
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January 10, 2017

by Mark Carlton, CFA®

Market Perspective for January 10th, 2017

The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising....
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December 28, 2016

by Mark Carlton, CFA®

Trademark Market Perspective for December 28th, 2016

Scoreboard The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%.  The EAFE foreign stock...
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