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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

March 30, 2026

by Mark Carlton, CFA®

Trademark Update – March 27, 2026

Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%).  Today that spread is less than 2% (-4.4%…
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March 4, 2026

by Mark Carlton, CFA®

Trademark Update – February 27, 2026

End of February Market Update This may be the biggest AI month in terms of impact that we’ve had so far.  Markets had priced in winners before, but in…
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January 21, 2026

by Mark Carlton, CFA®

Quarterly Market Summary – January 21, 2026

Summary U.S. stocks added another 2.6% last quarter, bringing its full year return to 17% [1] .  It was a rather subdued quarter compared to the previous three…
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