Dear Partners, Sponsors and Interested Investors,
We are pleased to invite you to our next Investor Focus Roundtable, taking place on Thursday, 21 August 2025, from 11:45 AM at the Mandarin Oriental Savoy, Zurich. This edition will explore the theme:
“The CHF Yield Dilemma – How to Generate Stable Returns in a Zero-Rate Environment.”
Mirabaud Asset Management – Swiss Dividend Fund
Zero interest rates. Volatile markets. Inflation steadily eroding purchasing power.
In such an environment, standing still is riskier than ever. One compelling answer is a dividend strategy focused on agile and financially robust Swiss companies. The Swiss Dividend approach targets quality names with strong balance sheets, consistent dividend policies, and solid earnings growth – delivering stable income, resilient portfolios, and peace of mind for long-term investors.
Speakers: Daniele Scilingo & Thomas Jäger
DCP Client Partner – DCP Hybrid Income
Over the past decade, bond investors faced repeated setbacks – first from ultra-low yields, then from the rate hike cycle starting in 2022. Bonds failed to deliver returns and offered little downside protection. The DCP Hybrid Income strategy focuses on a segment that not only outperformed during these periods but also proved resilient due to a disciplined investment philosophy. Looking ahead, hybrid bonds continue to offer attractive yields with manageable risk – a sweet spot in today’s fixed income landscape.
Speaker: Sascha Peier
Kepler Cheuvreux Solutions
With CHF rates falling again and markets remaining uncertain, investors are increasingly looking for stability, risk control, and meaningful return potential. Kepler Cheuvreux presents three complementary strategies – all available in CHF – designed to enhance portfolio resilience while providing targeted CHF exposure with upside potential:
- A selection of high-quality European equities with strong shareholder return policies (dividends and/or buybacks), built on a quality-focused approach to avoid value traps.
- A defensive allocation to Swiss equities, focused on low-beta companies with stable cash flows.
- An S&P 500 solution with built-in volatility and FX hedging – providing access to one of the world’s most attractive markets, with downside protection.
Speakers: Nando Lehnherr & Stefan Wyler
As seats are limited, we recommend early registration.
We look forward to welcoming you at this exclusive event. Should you have any questions, please don’t hesitate to contact us.
