{"id":27,"date":"2026-01-08T07:00:30","date_gmt":"2026-01-08T07:00:30","guid":{"rendered":"https:\/\/q-cam.com\/de\/?page_id=27"},"modified":"2026-10-08T13:11:14","modified_gmt":"2026-10-08T13:11:14","slug":"home-page-de","status":"publish","type":"page","link":"https:\/\/q-cam.com\/de\/","title":{"rendered":"Home Page ( DE )"},"content":{"rendered":"

Currency Asset Management<\/h2>\n<\/div>
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In QCAM Currency Asset Management AG verschmelzen zwei Kompetenzen, die wir seit 2005 erfolgreich praktizieren: Currency Management und Asset Management. Mit der Positionierung in diesen beiden Wachstumsfeldern bieten wir unseren Kunden als unabh\u00e4ngiger Schweizer W\u00e4hrungsmanager einzigartige Perspektiven.<\/strong><\/p>\n

Wir richten unsere Produkte & Dienstleistungen gezielt an Pensionsfonds, Family Offices, Corporate Kunden, Verm\u00f6gensverwalter und NGOs.<\/p>\n

Unabh\u00e4ngig, transparent und integer \u2013 bei QCAM leben wir unsere Unternehmenswerte tagt\u00e4glich in der Beziehung mit unseren Kunden und Stakeholdern. W\u00e4hlen Sie die f\u00fcr Sie passende L\u00f6sung aus dem umfangreichen Angebot an Produkten & Dienstleistungen.<\/p>\n

QCAM ist FINMA reguliert als auch SEC-registriert und entspricht somit h\u00f6chsten Compliance Standards.<\/p>\n<\/div>\n<\/div>\n<\/section>\n<\/div><\/div><\/div><\/div><\/div>

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Asset Management<\/span><\/a><\/div>

QCAM Short Term Fixed Income<\/a><\/p>\n

FX Alpha (FX BIAS)<\/a><\/p>\n<\/div><\/div><\/div>

Currency Management<\/span><\/a><\/div>

Currency Overlay<\/a><\/p>\n

FX Best Execution<\/a><\/p>\n<\/div><\/div><\/div>

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Unsere Spezialisten<\/a><\/h2>\n<\/div>

Im QCAM Team sind erfahrene W\u00e4hrungs- und Asset Management-Spezialisten f\u00fcr Ihre Anliegen da. Erwarten Sie h\u00f6chste Qualit\u00e4ts- und Servicestandards.<\/p>\n<\/div>

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zum vollst\u00e4ndigen Team<\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div>

QCAM MONTHLY<\/h2><\/a><\/h2><\/div>

08.10.2026 | Issue #132<\/p>\n<\/div><\/div><\/div>

\u00abFallout from the Bond Selloff\u00bb<\/h2>\n

The USD seemingly benefitted from the selloff in global government bond markets, but not uniformly. Fed repricing has peaked and a debt crisis in Europe is not imminent. Thus, we remain neutral on EURUSD but see upside potential for the JPY as the BoJ continues its normalization policy and go long the CHF as a hedge against\u2026<\/p>\n

Economy & Interest Rates<\/h3>\n

Global economic conditions continue to improve despite ongoing oil supply shortages and rising interest rates. Revised business sentiment figures have improved significantly over the last few months and consumers have also regained some confidence but less so. \u2026<\/p>\n

FX Markets<\/h3>\n

The USD DXY rallied 2.7% over the last month with all major currencies losing versus the USD except for the JPY. The performance of EM currencies was mixed with the CNH stable, gains in the BRL and the RUB and losses in the TRY and the INR. Speculative positions are modestly\u2026<\/p>\n

FX Analytics<\/h3>\n

There have been several position changes over the last five weeks. We changed the discretionary Macro positions to long JPY and CHF (see Insight, page 1). The JPY Macro carry model position also shifted to long JPY. In Business Sentiment, only the CHF\u2026<\/p>\n<\/div><\/div><\/div>

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