News & Publications
«Currency Manager of the Year 2023» QCAM shortlisted by European Pension
QCAM has been shortlisted as Currency Manager of [...]
QCAM MONTHLY April 2023 >> Not yet a game changer
QCAM Monthly April 2023 QCAM Special Liquidity deserves [...]
QCAM MONTHLY March 2023 >> No 2022 déjà-vu
QCAM Monthly March 2023 QCAM Insight The USD [...]
QCAM MONTHLY February 2023 >> Don’t expect too much from China
QCAM Monthly February 2023 QCAM Insight The USD [...]
«FX BIAS» Review 2022
2022 was a turbulent year for FX BIAS after a promising start in 2021. The Ukraine war, the rapid changes in monetary policy and the rise and fall of risk aversion created fast moving dynamics that were impossible to capture accurately with business surveys.
QCAM Monthly January 2022 >> Soft or Hard Landing?
QCAM Monthly January 2023 QCAM Insight The USD [...]
QCAM Monthly July 2020 >> The low volatility illusion
QCAM Insight FX volatility rose briefly at the start of the Corona crisis and then normalized quickly. Central banks will try to keep it that way.
QCAM MONTHLY June 2020 >> More than risk-on
The risk-on sentiment in financial markets over recent weeks has also impacted currency markets. The USD is generally weaker, but not versus safe-haven currencies like the JPY. This may be a short-term trade but we see first signs of a potential trend change towards a weaker USD.
QCAM MONTHLY May 2020 || Positioning amid mixed directions
The impact of the corona crisis on FX remains mixed. Emerging markets and commodity currencies are clear losers. The USD has seen sharp swings versus major currencies but on balance remains unchanged. This is unlikely to change much in the short term.
QCAM MONTHLY April 2020 >> Volatility and mixed directions
Looking through the volatility, there are some trends coming out of the corona crisis for FX. Emerging Markets, commodity and currencies with idiosyncratic risks are the main victims. What does this mean for investors?
QCAM MONTHLY March 2020 >> Are we all infected now?
The current turbulence in 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. Contact us – we look forward to showing you new perspectives.
FX Monthly January 2020 >> What to watch for in 2020
As eventful as 2019 was, it didn’t move currency markets very much. So, what’s in store for 2020? There are a number of potential stories to watch, but will they play out or will central banks stay in control? Our outlook.
