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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

April 18, 2012

by Mark Carlton, CFA®

1Q12 Quarterly Perspective

Summary Once again, most of what could go wrong for the global economy did not go wrong.  Investors began to accept the idea of a U.S....
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April 12, 2012

by Mark Carlton, CFA®

Market Perspective for 4/12/12

Unemployment Friday’s report was disappointing.  A net gain of 120,000 jobs with no prior month upward revisions is bringing back the...
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February 14, 2012

by Mark Carlton, CFA®

Market Perspective for 2/14/12

The Economy The economy continues to improve, if slowly.  243,000 new jobs were created last month, continuing the positive trend. ...
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