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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 […]
Our Latest Insights
April 18, 2014
by Mark Carlton, CFA®
Trademark Quarterly Perspective for 1Q14
Summary After a very strong 2013 it was reasonable to expect there would be some period of consolidation in 2014. Stocks gave back...
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March 31, 2014
by Mark Carlton, CFA®
Market Perspective for 3/31/14
Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the...
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February 18, 2014
by Mark Carlton, CFA®
2.18.14 Market Perspective
Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have...
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