Europe Capital Partners says higher interest rates put equity valuations in focus

• Europe Capital Partners' October 22, 2026, analysis highlights historically lower equity returns during rising bond yields than during declining yields.
• The analysis cautions against forecasting lower returns from André Huwiler's study alone, which divides 155 years of US data into five interest-rate regimes.
• Higher interest rates increase the importance of valuations, particularly when expectations are high, potentially favoring disciplined value investors.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Europe Capital Partners SA published the original content used to generate this news brief on October 22, 2026, and is solely responsible for the information contained therein.