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.
02.04.2026 | Issue #126
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.
«Catch 22 Again»
The war in the Gulf has become entrenched and oil and gas shortages will last longer even if hostilities end soon. So far, a financial crisis has been avoided but the fallout is starting to be felt in terms of rising inflation and falling growth prospects. …
Economy & Interest Rates
So far, there is little material impact from the Gulf war. Business and consumer sentiment have declined, but not dramatically. Still, as the conflict drags on longer with no imminent end in sight, we have lowered our growth forecasts and raised our inflation forecasts. …
FX Markets
The USD DXY gained 0.4% over the last four weeks and is up 1.9% since the start of the Gulf war. The SEK and the CHF lost the most, while the GBP and the JPY held up best. EM FX performance was also negative with the CNH holding up best also compared to major currencies. Speculative positions …
FX Analytics
There have been few position changes over the last four weeks. We kept the Macro positions at neutral given the uncertainties related to the Iran war. In Business Sentiment, the CHF position went short versus the USD. The overall Business Sentiment position is roughly neutral USD. In Technical, …
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Catch 22 Again
QCAM MONTHLY | 02.04.2026 | Issue #126 Read Now «Catch 22 Again» The war in the Gulf has become entrenched and oil and gas shortages will last longer even if hostilities end [...]
Shortlisted at European Pensions Awards: Currency Manager & Fixed Income Manager of the Year
QCAM has been shortlisted for the European Pensions Awards 2026. We’re excited to share that QCAM has been shortlisted in 2 categories at the European Pensions Awards - alongside some of the biggest and most well-known names in the industry: Currency Manager and Fixed Income Manager of the Year.
QCAM INSIGHT – Currency Update March 2026
Swiss Treasurers should note that recent geopolitical turmoil in the Middle East has led to significant shifts in interest rate expectations, affecting the CHF interest rate differential. Volatility in global markets has increased, with potential implications for short- and medium-term funding costs.
FX NOW! THE WEEK AHEAD – An FX compass in Central Bank Weeks (16.03.2026)
FX NOW! THE WEEK AHEAD – An FX compass in Central Bank Weeks (16.03.2026) 📌 Agenda as of 16 March 2026: Central Bank Meetings (CET): Australia, Canada, USA, Japan, Switzerland, Sweden, UK, ECB