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November 2, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary Q3.2026

Our Q3 2026 review covers tech’s dominance, the bond sell-off, and why commodities may offer a hedge against a downturn. Read now and learn more!
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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.

Explore Portfolio Strategy

Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

Read Our Quarterly Perspective

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

July 30, 2015

by Mark Carlton, CFA®

Market Update

Commodity prices were weak when July began and they’ve plunged sharply over the past two weeks (before catching a small bounce over the past two days).
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July 14, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 2Q15

Financial assets had a tough second quarter. Interest rates rose while corporate profits dipped.
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July 6, 2015

by Mark Carlton, CFA®

Market Perspective for July 6th, 2015

How seriously should we take the notion of a strengthening economy when commodities prices fell 3.8% in the first half of 2015?
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