our insights
Stay informed with perspectives from our investment team:
Featured
November 2, 2026
by Mark Carlton, CFA®
Trademark Quarterly Commentary Q3.2026
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.
Portfolio Strategy
Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.
Quarterly Perspective
A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.
The Trademark Take
A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.
Our Latest Insights
August 1, 2014
by Mark Carlton, CFA®
Market Perspective & Fund Notes for 8/1/14
July 22, 2014
by Mark Carlton, CFA®
Quarterly Perspective for 2Q14
June 16, 2014
by Mark Carlton, CFA®
Market Perspective for 6/16/14
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