Category: Uncategorized

How does the US equity market look in terms of valuation compared with the peak of the Internet bubble in 2000? As each individual valuation measure has its weaknesses, this table compares 20 different metrics and therefore provides a more robust overall picture. Before jumping to conclusions, it is important to stress again that valuation, … Continued

As the year is drawing to a close, time to look at what drove European equities in 2025. On a sector level, banks have been the absolute star this year, with the STOXX 600 Banks price index up 61% year-to-date (as of 16 December), followed by utilities and construction & materials. On the negative side, … Continued

Public Notice of Intention to Terminate Marketing in Greece 08th December 2025 Published by European Capital Partners (Luxembourg) S.A. acting for • EQUES SA SICAV-RAIF, a société anonyme (S.A.) qualifying as a société d’investissement à capital variable – fonds d’investissement alternatif réservé (SICAV-RAIF), registered with the Luxembourg Business Register under number B273201, hereinafter referred to … Continued

For anyone who lived through the GFC or watched The Big Short, Michael Burry and his firm Scion Asset Management need little introduction. As one of the few who identified the looming subprime disaster and bet against it, Burry became one of the major winners of the crisis. Fast-forward to 2025: Burry is now liquidating … Continued

Yesterday, we had the pleasure of being invited by Multi Boutique Marketers (MBMs) S.A. to Munich. Our CEO/CIO Leon Kirch had the opportunity to present the SSF European Value Fund to a select group of banks, asset managers, and wealth management professionals. The Strategic Selection European Value Fund aims to preserve the shareholder’s capital and … Continued

As I sit at my breakfast table writing today’s Instagraph, I’m looking at some inflation numbers in action. In Germany, food prices have risen 38.4% since 2019. One telling example from today’s chart posted by the CIO of Syz Group: the price of a jar of Nutella has climbed from €5.06 to €7.05. Nutella is … Continued

A big thank you to everyone who joined us for the ECP Golf Cup this Monday, May 19th at the Golf-Club Grand-Ducal De Luxembourg! We were lucky with the weather, the course was in fantastic shape, and most importantly — it was a day full of great conversations and good fun. At European Capital Partners, … Continued

European Capital Partners was pleased to be invited by AXA Wealth Europe to present our investment approach to a group of around 50 brokers familiar with Luxembourg life insurance solutions. The event took place on May 7th at the Brasserie de Waterloo — a unique venue known for both its beer and whiskey production. Our … Continued

Date 29th of April 2025 Published by European Capital Partners (Luxembourg) S.A. acting for EDR WSG DI – SCA SICAV-RAIF, a société en commandite par actions (SCA) qualifying as a société d’investissement à capital variable – fonds d’investissement alternatif réservé (SICAV-RAIF), registered with the Luxembourg Business Register under number B281373 In accordance with Article 30-1 … Continued

Job Title: Senior Wealth Manager Your role: Developing Luxembourg or its neighboring countries’ markets in wealth and asset management. Building trusted relationships with clients and developing new business opportunities within your existing and new client base. Participating in the development of new services and solutions. Your profile: An existing directly and privately managed client book … Continued