Insights
Outlook and Positioning 2026
Looking ahead to 2026, our message is one of continuity rather than change.We do not plan any radical shifts to…
2026: Radical Uncertainity and Investment Returns
Summary At Binary Capital, we view 2026 with cautious optimism with intense focus. The global economy is entering a phase…
2025: The Anti-Consensus Mindset
As we approach the end of 2025, a year that began with significant geopolitical reconfiguration and heightened market tensions, it…
2025: The Enduring Pursuit of Returns
As we close the month of October 2025, the market continues its intricate movement of volatility and opportunity. This month…
The Binary Capital Podcast: Episode 1
Manish Singh – CIO at Crossbridge Capital Manish Singh of Crossbridge Capital joins Saftar Sarwar, CIO of Binary Capital, for…
2025: Sourcing Alpha
In this note whilst I set out some details around performance at a high level. It was a good performance…
Half Year Update – 2025
Q1 2025 Snapshot: Volatile Start, Shifting Market Leadership Markets were volatile in Q1, driven by US policy shifts, trade tensions,…
Investment Commentary – May 2025
May 2025 demonstrated the complex interplay of policy uncertainty, technological disruption, and regional divergence shaping global markets. While alternative investments…
2025: Scalability of Returns
May 2025 marked another important month for global markets as the US-China tariff de-escalation agreement took hold. The 90-day pause,…
2025: Navigating the Noise
April 2025 will undoubtedly be remembered as a month where market volatility reached fever levels, testing the resolve of even…
Binary Capital – The new norm, or more of the same?
A Binary Capital Q2 webinar – featuring Saftar Sarwar, Sarb Thind and Tom Jarvis. Introduction – (5 minutes) •Why Binary…
Binary Capital – UK Roadshow Invite
The Binary Advantage – Coming to you. *For Financial Advisers Only* Important Information – Event Details London – Summer Drinks…
US Liberation Day
Trump’s Trade Tariffs – Priced in or not? See our thoughts below. Capital at risk.
2025: Radical Uncertainty
Market movements have been volatile as we progressed through the first three months of 2025. Return sentiment has moved away…
Investment Commentary – February 2025
Summary February was a month of two halves for global equity markets experiencing significant volatility over the period. The month…
Binary Capital & Macro Hive – Webinar 2025
https://youtu.be/twFEQBvic-w
Winner of the Finance Awards 2025 – SME News
https://smenews.digital/winners/binary-capital
2025: Patient and Positive
At Binary Capital 2024 was a very positive year for return generation. We delivered across many areas: investment returns, strong…







