QCAM Insight
Yield optimization with a dynamic currency overlay. In an environment of a constant search for alternative investment opportunities a dynamic overlay approach is increasingly in demand. Who might find this approach appropriate and what has to be considered when assessing such alternatives.
The macro perspective
Political risks cloud the global sentiment upturn. The world’s big economies are all experiencing an upturn, simultaneously, the likes of which we haven’t seen since 2010. And this is not just since Donald Trump’s election. Where are the dangers?
FX market talk
The harder they come, the harder they’ll fall. The roles of the major currencies are now clearly delineated. The US dollar and the Swiss franc are the strong currencies while the Japanese yen and the British pound are the weak ones. Are these roles set in stone?