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Featured

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.

Explore Portfolio Strategy

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

April 3, 2013

by Mark Carlton, CFA®

Trademark Bulletin for 4/3/13

Despite an 89 point gain on the Dow Jones Industrial Average and an 8 point gain in the S&P 500 (both to record closing highs), the broad market fared poorly.
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February 26, 2013

by Mark Carlton, CFA®

Market Perspective for February 26, 2013

It is hard to find any stocks that are cheap and do not have serious questions attached to them.
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January 23, 2013

by Mark Carlton, CFA®

Quarterly Perspective for 4Q12

Asset prices improved in the 4th quarter for the most part, but the list of winners and losers changed quite a bit from earlier in the year.
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