European Capital Partners

I recently came across extensive comments from so-called growth investors making the point that the reflation trade had...

Performance overview: MSCI Europe was up 8.35% during Q1 2021 Strategy up 9.14% (share class A Eur), Outperforming...

In the middle of a consensus trade favouring value names, it is very painful to see a text...

Lately, you must have come across lots of articles discussing how increasing yields on sovereign bonds have led...

With the hindsight bias of course, but sometimes we get a sense that not all investment decisions are...