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
October 2024TwinFocus Insights3Q-2024 Quarterly Letter: Recession Concerns and Caution AheadIn each of our quarterly letters, we highlight a topic we believe is underappreciated by the market and dive deeper into its implications. This quarter, we explore why gold investors are often disparagingly referred to as “bugs” and what that……Read More
September 2024TwinFocus InsightsJPOW: Everything Is “Fine”Chairman Powell commented on September 18th during the FOMC news conference, “The U.S. Economy is basically fine if you talk to… business people who are actually out there doing business.” Janet Yellen, the former Fed chair, and current Treasury secretary,……Read More
