Currency Asset Management
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.
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09.09.2021 | Issue #71
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.
Current account imbalances
QCAM Insight
FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to
continue near-term. However, longer-term FX fundamentals are taking shape. Last month we discussed inflation dynamics. This time we take a closer look at current account balances. It is too early to …
Economy and Interest Rates
The spread of the Delta-variant and supply-side bottlenecks have resulted in economic data disappointments and higher inflation reports. In our view, these factors are temporary and unlikely to derail the global recovery….
FX Markets
FX markets traded in a range over the last month between global growth concerns and relief over the likely delay of Fed tapering. Notable was the intervention by the Swiss National Bank, which pushed EURCHF back to 1.09. EM currencies were mixed, but…
FX Analytics
Going into more detail: Based on our proprietary analytical framework to take scalable exchange rate positions we are taking a close look on individual currency pairs.
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QCAM Monthly September 2021 >> Current account imbalances
QCAM Monthly September 2021 QCAM Insight FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to continue near-term. However, [...]
QCAM Monthly August 2021 >> Inflation implications
While currency markets struggle to find direction in the near-term, longer-term FX factors are starting to take shape. One is the development of relative inflation performance and the impact on purchasing power parity.
QCAM Monthly July 2021 >> When risk becomes reality
The business cycle is an important exchange rate driver. At QCAM we have been using business surveys for many years to systematically capture the link between business cycles and exchange rate trends.
QCAM Monthly June 2021 >> The new theme on the block
The USD declined further in May as vaccination and recovery momentum increased in other economies