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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

April 21, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 1Q15

The big takeaway should be that we are in a favorable but fragile environment where any type of change will be viewed skeptically by market participants.

April 1, 2015

by Mark Carlton, CFA®

Market Perspective for April 1, 2015

The first quarter of 2015 is just over and it has been fairly disappointing for most investors.

January 21, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 4Q14

While 2014 was a very good year for “plain vanilla” securities like blue chip stocks and Treasury bonds, it was a fairly dismal year for risk takers.

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