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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

August 5, 2011

by Mark Carlton, CFA®

Market Perspective for 8/5/11

The market has been fast all week, meaning that just as soon as you write finish writing something the market changes and what you wrote...
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July 13, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 2Q11

Summary Stocks rallied sharply in the last week of the second quarter to finish relatively flat.  The quarter had started strong for...
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June 28, 2011

by Mark Carlton, CFA®

Market Perspective For 6/28/11

Here is a short comment on the markets, because what I really want to do is comment on funds: The global economy is slowing down.  We...
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