September 2025TwinFocus InsightsTwinFocus Research / Alternative Assets – Gold’s Surge: A Safe Haven in Shifting MarketsSpot gold markets posted fresh highs north of US$3,500/oz to begin September, driven by a confluence of macro factors — ongoing steepening in developed-market government bond curves, politicization of the Federal Reserve and significant U.S. policy uncertainty. The Fed is widely expected……Read More
August 2025TwinFocus InsightsQ2-2025 Commentary: Markets in Flux: Are We Witnessing a Regime ShiftTwinFocus_2025NewsletterQ2_2025…Read More
July 2025TwinFocus InsightsWe’ve had the privilege of working with some of the world’s most accomplished families. But no matter how successful, we consistently observe five recurring pitfalls that quietly undermine wealth and obstruct long-term success. We explore these five themes in our latest thought piece.We’ve had the privilege of working with some of the world’s most accomplished families. But no matter how successful, we consistently observe five recurring pitfalls that quietly undermine wealth and obstruct long-term success: Overconcentration in Personal Real Estate Excessive Exposure to Private Investments Lifestyle Inflation & Liquidity Blind Spots……Read More
July 2025TwinFocus InsightsRevitalizing Qualified Opportunity Zones: An Overview of the One Big Beautiful Act ProposalExecutive Summary The One Big Beautiful Buildings Act (OBBBA) has enacted a comprehensive overhaul of the federal Qualified Opportunity Zone (QOZ) incentive program – “QOZ 2.0”, while not extended the QOZ 1.0 Program. Anchored by the Senate version of the……Read More
April 2025TwinFocus InsightsWhy Own Fixed Income? Our Purpose-Driven ApproachViews from a Legend David Swensen, the late Yale endowment CIO, is a legend in the asset allocation game. His book Pioneering Portfolio Management should be required reading for anyone in the investment management business. In the book, Swensen presents……Read More
April 2025TwinFocus Insights1Q-2025 Commentary: The Global Reconfiguration: Navigating Trade Tensions and Regime ChangeTwinFocus_MarketCommentary_Q2-2025…Read More
