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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 22, 2016

by Mark Carlton, CFA®

Quarterly Perspective for 4Q15

Summary In a way, 2015 was a lot like 2011.  Markets muddled through the first half of the year, then plummeted in the third quarter...
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January 18, 2016

by Mark Carlton, CFA®

Trademark Market Perspective for 1/18/16

A few thoughts on the year so far: When I wrote the January 5th, 2016 Market Perspective, I wanted to make the point that stocks were not...
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January 5, 2016

by Mark Carlton, CFA®

Market Perspective for January 5th, 2016

Yesterday I received information from JPMorgan in their comprehensive quarterly Guide to the Market concerning the valuation of the...
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