What are the implications for active strategies when market dispersion is elevated? In this episode, Focus Partners’ Todd Jones shares how wide differences in asset class performance can create opportunities for active managers as fundamentals,...

Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could i...

Happy holidays from Focus Partners’ Todd Jones and the “Two-Minute Market Focus” team! In the last episode of 2025, Todd shares his thoughts on market performance over the last quarter, earnings growth estimates for 2026, outlier risks, ...

While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on...

In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what th...