Currency Asset Management
QCAM Currency Asset Management AG merges two areas of competence, which we have successfully demonstrated since 2005: Currency Management and Asset Management. With our positioning in these two growth areas we are opening up unique perspectives to our customers.
QCAM’s client base includes Pension Funds, Family Offices, Corporates, Asset Managers and NGOs.
Independent, transparent and reliable – at QCAM we live our company values every day in relations with our customers and stakeholders. We select the suitable solution for you from a wide range of products and services.
QCAM is regulated by FINMA and registered with the SEC and thus fulfills highest compliance requirements.
Experienced Currency and Asset Management specialists are here to assist you. Expect highest standards of quality and service.
04.12.2025 | Issue #122
The dynamics of markets is a strong reminder to investors: FX also matters! As currency experts, we at QCAM are always close to the markets to analyse risks and opportunities and turn that into successful investment strategies.
«2026 Sneak Preview»
We retain our bearish USD bias going into 2026. Growth and monetary policy asymmetries plus the persistent US twin deficit are the main drivers of our bearish USD view. However, the potential for US economic and inflation resilience should not be underestimated …
Economy & Interest Rates
Global growth conditions continued to improve gradually with most country forecasts pointing to slightly better growth prospects in 2026, notably in Europe. Business sentiment improved …
FX Markets
The USD DXY inched 0.5 lower in November with all major currencies gaining some ground versus the USD except for the JPY. EM FX performance was mixed with BRL and CNH gaining and INR and TRY losing. Speculative oversold USD positions …
FX Analytics
We kept all discretionary Macro positions unchanged with EUR, JPY, CHF and SEK long versus the USD. The Macro interest rate model shifted short JPY. In Business Sentiment, the short CHF position switched to …
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Happy holidays & a successful 2026 – QCAM says thank you and makes a donation
Our donations support Smiling Gecko & Mi Sangre once again - As the year comes to a close, it is a perfect moment to reflect on the months gone by. We are grateful for your trust, loyalty, and the strong partnership we have shared. In uncertain times, continuity is an invaluable asset, and we look forward to continuing our successful collaboration in the year ahead.
FX NOW! THE WEEK AHEAD – An FX compass in Central Bank Weeks (08.12.2025)
FX NOW! THE WEEK AHEAD – An FX compass in Central Bank Weeks (08.12.2025) 📌 Agenda as of 08 December 2025: Central Bank Meetings (CET): AUSTRALIA - 09.12.2025, CANADA - 10.12.2025, USA - 10.12.2025, SWITZERLAND - 11.12.2025
2026 Sneak Preview
QCAM Monthly December 2025: «2026 Sneak Preview»: We retain our bearish USD bias going into 2026. Growth and monetary policy asymmetries plus the persistent US twin deficit are the main drivers of our bearish USD view. However ...
FX Quick Sheets: Key Economic Data for Treasurers (Downloads)
Stay Ahead: Key Economic Briefing for Treasurers. In a fast-moving financial world, every basis point counts. Our «FX Quick Sheet» delivers concise, actionable insights on the latest economic data for Treasurers in Switzerland — from interest rate and currency data to shifts in the most relevant Swiss macroeconomic indicators.