European Capital Partners - 4.6% Discover this fund | European Capital Partners
Asset management and fund structuring boutique


Oct 21, 2022

3 questions and an idea before the weekend. 1/ you have a short investment horizon ( 2 years ) 2/ you are of the opinion that the USD will keep its mighty stand, at least in the short run ? And 3/ You do not want to deal with profit warnings, energy crisis and political dramas on the Old Continent ? If you are inclined to answer three times yes,  than the US Treasury offers you a solution supported by a hawkish narrative from the Fed. The 2 year US government bond yield reached indeed 4.6% yesterday! More seriously, we cannot imagine this juicy nominal return doing any good for risky assets  overall and more specifically for growth stocks.

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