QCAM Insight
Markets, for all asset classes, are groups of interacting people. A substantial body of research confirms that the emotional component plays an important role in an investor’s decision. Interview about Behavioral Finance with Manfred Hübner, Managing Director at sentix Asset Management GmbH and Market Intelligence-Partner of QCAM.
The macro perspective
In 2015 and 2016, various developments led to two ‘hot’ summers indeed on financial markets. This year, we don’t see any greater ‘threats’ on the horizon than some quite positive signs of overheating. Enclosed a short global status report.
FX market talk
The euro remains the currency of the hour, and we see good reasons for its further appreciation potential. And from a valuation perspective, we also see opportunities for Swiss franc holders, with two Nordic currencies looking very interesting right now.