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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

01 February 2023

Fixed Income in Focus: Break of dawn

Cyrill's view on the current bond market stated on Citywire in February 2023

01 January 2023

DCP 4 Plus Funds finishes 2022 with a positive return

DCP 4 Plus with positive annual performance in 2022!

25 November 2022

Investment grade hybrid bonds as an interesting alternative

In the current market environment, hybrid bonds are once again becoming more attractive.

Videos and Media

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