We are excited to announce our two latest promotions: Josette Beatrice to Senior Associate and Jonathan Pate to Senior Analyst. Josette is an integral part of our Client Advisory Team, and Jon plays a key role in portfolio analytics and reporting. At TwinFocus, our people are our strength! - TwinFocus

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January 2024

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TwinFocus Insights

John Pantekidis weighs in on Reuters’ piece on Trump’s tariff deadline, "The markets are dismissing a return to tariff levels of 35%, 40% or higher, and anticipating an across-the-board level of 10% or so.

TwinFocus Insights

Wall Street’s "smart money" just greenlit a $3 trillion deficit — and markets are fine with it. John Pantekidis contributes to Axios’ latest piece that unpacks why major investors are holding steady, even as the U.S. faces record debt level.

TwinFocus Insights

Revitalizing Qualified Opportunity Zones: An Overview of the One Big Beautiful Act Proposal

In The News

John Pantekidis, CFA, JD contributes to Boston Globe Media’s latest piece, “From Tarriff Panic to a $10 Trillion Rally in 80 Days. Can it Last?”

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