Trends from the fourth quarter of last year are extending into 2026. Where is the strength coming from? In this episode, Focus Partners’ Todd Jones shares information on performance trends and correction/recession indicators. ...

In this episode, Focus Partners’ Todd Jones breaks down the latest movements in gold and silver, provides a performance update for 2026, and highlights key recession indicators investors are watching. 

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, ...