February 05, 2025

Two-Minute Market Focus

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.


Click here to view supporting charts referenced in today's episode.

The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice.


This reflects the opinions of Focus Partners or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. Past performance does not guarantee future results. Market conditions can vary widely overtime, and certain market and economic events having a positive impact on performance may not repeat themselves. Investing involves risk, including, but not limited to, loss of principal. Focus Partners' opinions may change over time due to market conditions and other factors. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

The index or benchmark is shown for comparative purposes to establish current market conditions. The index returns displayed are unmanaged and do not reflect the deduction of any fees or expenses and assumes the reinvestment of dividends and other income. You cannot invest directly in an index.

This is prepared using third party sources. Focus Partners considers these sources to be reliable; however, it cannot guarantee the accuracy or completeness of the information received. Focus Partners does not undertake an obligation to update the information herein at any time after the date of publication.

About the Author

Todd Jones

Chief Investment Officer (Gratus)

Todd’s primary role is leading and overseeing the investment platform, which encompasses strategies in equities, fixed income, derivatives, and alternative assets (both liquid and illiquid). In addition to this, Todd leads the Investment Committee (IC), is a member of the Alternative Investment Committee (AIC) and is portfolio manager for the firm’s private growth strategy, Trailhead Growth LP.