February 2025TwinFocus InsightsCertain Uncertainty – Tariffs Kicking Off The Trump PresidencyCertain Uncertainty – Tariffs Kicking Off The Trump Presidency “In order to be a successful gambler you have to have a complete disregard for money.” -Doyle Brunson Our research team spent a good deal of time talking about the ramifications……Read More
January 2025TwinFocus InsightsWinds of Change: An Update on the ILS Markets2024 YEAR In Review Insurance-linked Securities (ILS) markets and strategies performed well in 2024, the result of higher premiums and below average total insured damages despite above average activity during hurricane season. The Swiss Re CAT Bond TR Indes, which……Read More
January 2025TwinFocus Insights4Q-2024 Quarterly Letter: Echoes of Bubbles PastEchos of Bubbles Past: Q4 Market Signals to Watch In each of our quarterly letters, we highlight what we believe is topical and relevant to our investment outlook and then go a bit deeper. This quarter, we are curious about……Read More
January 2025TwinFocus InsightsKey Family Office Risks (& Opportunities) in 2025Introduction With the explosion in the number of family offices around the world due to the proliferation of wealth concentrated among global ultra-high net worth families, TwinFocus remains keen on identifying secular trends that impact ultra-high net worth families, as……Read More
November 2024TwinFocus InsightsTax & Wealth Structuring | Post-Election Legislative Analysis & DiscussionIntroduction Given the results of the Republican “trifecta” (Republican sweep of the Presidency, Senate and House) in the most recent presidential elections, President Trump and the Republican-controlled Congress maintain the ability to enact significant changes to tax policy and legislation……Read More
November 2024TwinFocus InsightsEmerging Markets | China – Is This Time Different? INTRODUCTION On September 24, 2024, China announced a major stimulus package, its largest since the pandemic, pledging to ramp up fiscal support. The package aimed to address the country’s slowing economic growth and declining consumer confidence. Key measures included……Read More
