QCAM Currency Asset Management AG merges two areas of competence, which we have successfully demonstrated over the past ten years: 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, Investment Funds, Asset Manager, Corporate Clients and NGOs.
Independent, transparent and trustworthy – 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 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.
13.02.2019 | Issue #42
In our FX Monthly bulletin you’ll find relevant information, in-depth analysis and clearly stated views about currency markets.
Is it enough for Sterling to be cheap? The GBP has fared surprisingly well so far this year despite the failure to define the terms of the Brexit break-up between the UK and the EU. Given its prior steep fall, the GBP still seems cheap, but it also faces headwinds even if a hard Brexit can be avoided. Our view regarding Brexit.
The global economy looks solid – Assessing the American economy was recently hindered by the delayed publication of key economic data. In the Eurozone, various special factors are also making a clear appraisal problematic. But all the available information indicates that an optimistic view of the global economy is still justified. The problems in China, however, persist. Our thoughts about financial markets.
The dollar starts 2019 overvalued – The US dollar started 2019 overvalued against a broad range of G7 currencies as well as versus some major emerging market currencies. The dollar’s strength is not only a reflection of strong US growth, but also of developments outside the US. History shows that phases of noteworthy over- and undervaluation eventually do correct. Our assessment of the dollar.
New | WhatsApp broadcast
QCAM launched the exclusive WhatsApp service QCAM FX NOW! in April – messages will be written personally by the QCAM FX experts, who are working at the pulse of the market, and sent directly to the recipients. Sign up today!
Last update 13.02.2019
Will the EUR stage a rebound this year, as it did in 2017? Perhaps, but USD weakness will not be eno...» more