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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 […]

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

December 1, 2025

by Mark Carlton, CFA®

Trademark Update November 30, 2025

End of November Market Update. The top story in November was the surge in both gold and silver. Gold is up 60.3% year-to-date and 9% so far this quarter…

November 30, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 3Q.25

Global stocks outpace the U.S. as the AI narrative shifts. Get the full breakdown of 3Q.25's market winners, from international surges to the latest Fed moves.

November 4, 2025

by Mark Carlton, CFA®

Trademark Update – October 31, 2025

End of October Market Update · This was a huge month for biotechnology. Biotech is a very long duration asset (many companies are far from their first…

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