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August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

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%.
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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 31, 2014

by Mark Carlton, CFA®

Market Perspective for 3/31/14

Last week saw one of the biggest asset allocation reversals I have ever seen.
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February 18, 2014

by Mark Carlton, CFA®

2.18.14 Market Perspective

We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week.
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January 17, 2014

by Mark Carlton, CFA®

Market Perspective for 4Q13

Everybody wants to bet on the favorite and get paid like they are betting on the long shot. You can’t do that – at best you get one or the other.
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