Category: Uncategorized

Key Investment Themes in 2026

  In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 2026. On paper, it was a great year for investors. Looking back on 2025,

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Monthly Investment Commentary: December 2025

Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience. As we

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What AI Spending Could Mean for Investors

In today’s video, Focus Partners’ Kevin Grogan discusses the massive build-out in artificial intelligence infrastructure and why it poses both an opportunity and a risk for investors.  Over the next five years, McKinsey estimates that

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