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We’re happy to support Goldbridge Investment Club. For us at European Capital Partners, this is not just about sponsoring a club. It’s about backing people early — giving young talent the right environment to develop. As part of this partnership, we’ll stay close as a partner and advisor, sharing our perspective where helpful and supporting … Continued

PUBLIC NOTICE OF INTENTION TO TERMINATE MARKETING IN FRANCE – EDR WSG DI – SCA SICAV-RAIF – ACTI-HALL & SUNSEEKER   01st April 2026   Published by European Capital Partners (Luxembourg) S.A. acting for   EDR WSG DI – SCA SICAV-RAIF, a société en commandite par actions, société d’investissement à capital variable – Fonds d’investissement … Continued

The escalation around Iran is pushing geopolitical risk back to the forefront. Markets have responded with weaker equities, higher bond yields and continued oil volatility. Asian equities fell 3.3%, including declines of 3.4% in Japan and 5.9% in Korea, while US Treasury yields rose to 3.94% on the 2-year and 4.41% on the 10-year. European … Continued

Exor, the Agnelli family holding company, currently trades at around a 50% discount to its NAV. We first invested in the European Value Fund in March 2020 at an average purchase price below EUR 50 per share. While the stock peaked at around EUR 105 in late spring 2024, performance has since disappointed and the … Continued

“The last thing you would want to do is hold money during a war.” — Warren Buffett Current events in the Middle East have many investors looking for the “exit” button. But market history — including the Dow’s performance during WWII — suggests a different path. Please find attached ECP’s full Middle East Analysis and our recommendations … Continued

The fear that AI is disrupting the software industry is reaching new highs and markets are reacting in a very binary way. Year-to-date, the S&P 500 Software Index, which includes best-in-class names such as Microsoft, Oracle or Adobe, is down around 20%, while the PSE Semiconductor Index, with NVIDIA, AMD, Broadcom or Micron, is up … Continued

We are only five weeks into the new year, yet two market narratives that dominated into late January are already being challenged. First, software stocks have come under pressure as investors reassess both the substitution risk from generative AI and the durability of enterprise AI capex. Second, the debasement trade has cooled, with Bitcoin, silver … Continued

Gold and silver are both making new highs at the same time — something we have not seen in recent history. With no major inflation surge and no obvious supply shock, the message is clear: gold is not only an asset; it is also a currency. When confidence in fiat money is questioned, real assets … Continued

The hyperscalers are extremely energy- and water-hungry. Microsoft consumes around 23,000 GWh of electricity per year — roughly the equivalent of powering Disneyland Paris 48 times for a full year. On the water side, Google uses about 24 million m³ annually, which is like filling 120 million bathtubs — almost everyone in Japan taking a … Continued