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INVESTMENT THESES

It is our tradition to commence a new year by providing our Investment Theses, i.e., our outlook for the coming years’ markets to our clients. We now wish to make these Investment Theses available to visitors to our homepage as well. The outlook contains our estimations for the most important asset classes and constitutes the basis of our investment decisions. These are reflected on in our respective Review, announced six months into the year. We welcome your feedback and are at your disposal for more in-depth discussions.

Investment Theses 2024

Investment Theses 2023

Investment Theses 2022

Investment Theses 2021

Investment Theses 2020

Investment Theses 2019

Investment Theses 2018

Investment Theses 2017

Investment Theses 2016

Investment Theses 2015

Investment Theses 2014

Investment Theses 2013

Investment Theses 2012

Investment Theses 2010

News and Media

Stay up to date with DCP Client Partner AG

News

05 September 2024

DCP Client Partner strengthens its fixed-income team

The investment boutique specializing in hybrid corporate bonds has gained a fixed income specialist who previously worked for Radicant Bank

02 July 2024

DCP Client Partner announces Marc Currat as Head of Geneva operations

Expansion strengthens DCP's Swiss market presence, leveraging Marc Currat's extensive international experience in asset and wealth management

05 June 2024

DCP Client Partner appoints Cindy Eicher as new CEO

Strengthening expertise to drive future growth

Videos and Media

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