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Stay informed with perspectives from our investment team:

Featured

November 2, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary Q3.2026

Our Q3 2026 review covers tech’s dominance, the bond sell-off, and why commodities may offer a hedge against a downturn. Read now and learn more!
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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.

Explore Market Perspective

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.

Read Our Quarterly Perspective

The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

Read Our Take

Our Latest Insights

May 6, 2026

by Mark Carlton, CFA®

Trademark Market Update — April 30, 2026

U.S. stocks rose 10.4% in April. The rally was triggered by the March 30th announcement that the U.S. would not invade Iran nor try to obliterate it.
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March 30, 2026

by Mark Carlton, CFA®

Trademark Update – March 27, 2026

As bad as things have been here in March, overseas it has been worse (except for Latin America).
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March 4, 2026

by Mark Carlton, CFA®

Trademark Update – February 27, 2026

Markets had priced in winners before, but in February 2026 they finally got around to thinking about who would be the losers.
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