Insights and Education
The Second Intervention
September 9, 2026In August, Washington defended its borrowing costs twice — once for Japan's yen, once in its own bond market. The 30-year still broke to a 19-year high.
The Second Intervention
September 9, 2026
In August, Washington defended its borrowing costs twice — once for Japan's yen, once in its own bond market. The 30-year still broke to a 19-year high.
The Price of Patience: Why Global Bond Yields Are Surging
August 26, 2026
The world's long bonds just sold off to levels last seen before the financial crisis. Our research maps the five forces behind it — and what history says happens next.
July 2026 Macro Commentary: The Month Market Indices Lied
August 12, 2026
The S&P 500 barely moved in July. Underneath, it was the most violent month of the cycle — and the reasons why matter for every diversified portfolio.
The Bet You Already Own
August 10, 2026
An accounting rule most investors have never read is quietly inflating S&P 500 earnings by billions — and it changes how a correction, if one comes, would actually arrive.
The Fifth Horseman
July 13, 2026
In our companion piece to our March Monthly Macro Commentary, The Four Horsemen of American Inflation, we identified four structural forces keeping US inflation above target through 2026: tariffs, dollar weakness, AI-driven energy demand, and fiscal profligacy.
Beatrice Buttress 2Q26
July 13, 2026
This quarter’s commentary covers the broadening market rotation beneath the index recovery, the inflation and policy implications of a Fed under new leadership amid oil and Iran-related uncertainty, and the growing competition for capital from AI IPOs, SpaceX’s eventual public float, and rising sovereign issuance.
Beatrice Buttress 1Q26
April 28, 2026
This quarter’s commentary covers market volatility driven by geopolitical events, rising constraints on Fed policy amid inflation, and a shift in AI from broad optimism to more selective outcomes.
Employee Ownership Investing
April 21, 2026
This whitepaper outlines the emerging employee ownership investment landscape, where strong financial returns and measurable impact align. It explains the opportunity created by business succession, the evidence behind ESOP performance and resilience, and how families and foundations can engage through investments, philanthropy, or both.
The Four Horsemen of American Inflation
February 25, 2026
A timely perspective on the four major forces driving inflation today—tariffs, a weakening dollar, AI expansion, and fiscal policy—and what they could mean for markets, portfolios, and the road ahead.
Beatrice Annual Report 2025
January 8, 2026
A look at Beatrice Advisors’ continued growth, expanded capabilities, and impact in our first full year, along with insights into our evolving approach to serving families and foundations.
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