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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

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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