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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

October 18, 2012

by Mark Carlton, CFA®

Quarterly Perspective for 3Q12

Summary Markets were surprisingly strong last quarter as fairly lackluster economic numbers brought about global central bank...
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August 14, 2012

by Mark Carlton, CFA®

Trademark Market Perspective for 8.14.12

Stocks have done fairly well in recent weeks.  I would like to be able to tell you with certainty why but I would only be guessing.  Here...
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July 25, 2012

by Mark Carlton, CFA®

Quarterly Perspective for 2Q12

Summary The stock market pulled back during the second quarter but the decline was modest (3.1%).   More than 100% of the decline was in...
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