our insights

Stay informed with perspectives from our investment team:

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.

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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

August 14, 2012

by Mark Carlton, CFA®

Trademark Market Perspective for 8.14.12

One of the biggest mistakes advisors can make is to believe that what is inevitable is also immediate.
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July 25, 2012

by Mark Carlton, CFA®

Quarterly Perspective for 2Q12

The stock market pulled back during the second quarter but the decline was modest (3.1%).
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July 16, 2012

by Mark Carlton, CFA®

Market Perspective for 7/16/12

Second quarter earnings are beginning to come out and while they have been decent, future guidance is taking a hit.
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