The B Capital Newsdesk
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What We Are Saying On X
‘If it wasn't for us, you'd be speaking French!’
The King has a point.
In 1803, Lorne’s ancestor Alexander Baring helped finance the deal that doubled the size of America. No fanfare, no tariffs, just results. Some legacies speak for themselves #BCapital
This isn't a trade. It's a theme. Our Q2 2026 Commentary & Outlook revisits our early-2025 defence & cyber conviction - and how it has delivered +23% in twelve months. With NATO's 5% GDP commitment over nine years, we believe this is still early stages. #Defence #CyberSecurity
Gold rose ~12% in Q1 2026 - exactly what a precious metals allocation should do. In our Q2 2026 Commentary & Outlook, we explore why the case remains compelling. J.P. Morgan targets $6,300/oz by end-2026. Is your allocation sized right? #Gold #PreciousMetals #PortfolioStrategy
Volatility creates opportunity. Our Q2 2026 Commentary & Outlook, highlights how the S&P 500's forward P/E has fallen to 19.8× - below its five year average. Strong earnings at a cheaper multiple rewards disciplined conviction. Patience & process. #WealthManagement #Equities
Don't mistake the noise for the signal. In our Q2 2026 Commentary & Outlook, we look beneath the headlines: S&P 500 on track for 13.2% EPS growth in Q1 - its sixth consecutive double-digit quarter. The signal is clear. #Investing #Equities #MarketOutlook #BCapital
Q1 2026 tested investor resolve. Our latest Commentary & Outlook sets out what we saw, how we positioned, and where we see opportunity ahead. https://bcapital.partners/wp-content/uploads/2026/04/B-Capital-SA-Commentary-and-Outlook-Update-2Q2026.pdf #GlobalMarkets #BCapital
