Currency Management

Metzler Currency Management has continually sharpened its currency expertise over the years. Areas of focus include in-depth consulting services and systematic currency management solutions powered by quantitative trading models. As an integral part of the bank, Metzler Currency Management can rely on an excellent in-house infrastructure for the trading and settlement of foreign exchange transactions.

CapM View

The Metzler Capital Markets View provides you with a comprehensive overview of how we assess current global economic and political trends and what this implies for the specific asset classes that we focus on.

Special topics

quarterly preview: 2023 Q1
Metzler Research Team
quarterly previewEquities	Apr 05, 2023

2023 Q2 A modest economic recovery only
Uwe Hohmann
german top tenEquities	Apr 03, 2023

quarterly preview: 2022 Q4
Metzler Research Team
quarterly previewEquities	Jan 12, 2023

Utilities/Renewables: The gates are open for more renewables expansion; electricity and gas prices should trend downwards
Guido Hoymann
sector reportEquitiesUtilities/Renewables	Jan 09, 2023

2023 Q1 Slowly improving outlook in a turbulent environment
Uwe Hohmann
german top tenEquities	Jan 02, 2023

Outlook: Headwinds to weaken in the course of 2023
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ...	Nov 30, 2022

quarterly preview: 2022 Q3
Metzler Research Team
quarterly previewEquities	Oct 06, 2022

2022 Q4 Economic downturn in full swing
Uwe Hohmann
german top tenEquities	Oct 04, 2022

2022 Q3 Top Ten Update: RWE out - BASF in
Uwe Hohmann
german top ten updateEquities	Aug 31, 2022

quarterly preview: 2022 Q2
Metzler Research Team
quarterly previewEquities	Jul 07, 2022

2022 Q3 Balancing act without a safety net
Uwe Hohmann
german top tenEquities	Jul 01, 2022

2022 Q2 Top Ten Update: Rheinmetall & Bilfinger out - Fresenius & Krones in
Hendrik König
german top ten updateEquities	May 10, 2022

quarterly preview: 2022 Q1
Metzler Research Team
quarterly previewEquities	Apr 08, 2022

2022 Q2 From the great transformation to the turn of the times
Hendrik König
german top tenEquities	Apr 01, 2022

2022 Q1 Top Ten Update: Nordex out - Bilfinger in
Hendrik König
german top ten updateEquities	Mar 02, 2022

2022 Q1 Top Ten Update: BASF out - Sartorius in
Hendrik König
german top ten updateEquities	Feb 28, 2022

2022 Q1 Top Ten Update: Mercedes-Benz & Fraport out / RWE & Rheinmetall in
Hendrik König
german top ten updateEquities	Feb 25, 2022

2022 Q1 Top Ten Update: Commerzbank & DWS out; Kion & SAP in
Hendrik König
german top ten updateEquities	Feb 07, 2022

quarterly preview: 2021 Q4
Metzler Research Team
quarterly previewEquities	Jan 13, 2022

2022 Q1 Dé-jà-vu at the turn of the year
Hendrik König
german top tenEquities	Jan 03, 2022

equity special: The Metzler Research ESG Approach
Guido Hoymann
equity specialEquities	Dec 01, 2021

Outlook: The Wizard of OZ(QE) is between a rock and a hard place
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ...	Nov 25, 2021

2021 Q4 Top Ten Update: Nordex out - Infineon in
Hendrik König
german top ten updateEquities	Oct 20, 2021

2021 Q4 Top Ten Update: TeamViewer out - SAP in
Hendrik König
german top ten updateEquities	Oct 08, 2021

quarterly preview: 2021 Q3
Metzler Research Team
quarterly previewEquities	Oct 07, 2021

2021 Q4 People's parties without people
Hendrik König
german top tenEquities	Oct 01, 2021

Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemicals	Sep 16, 2021

2021 Q3 Top Ten Update: Dt. Börse & Infineon out - MLP & Traton in
Hendrik König
german top ten updateEquities	Aug 04, 2021

quarterly preview: 2021 Q2
Metzler Research Team
quarterly previewEquities	Jul 09, 2021

capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobile Suppliers, Banks, ...	Jul 08, 2021

Steel: A new era of steel
David Varga
sector reportEquitiesSteel	Jul 06, 2021

2021 Q3 Return of everyday problems
Hendrik König
german top tenEquities	Jul 01, 2021

equity special: Net Zero – ambitious but doable
Guido Hoymann
equity specialEquities	Jul 01, 2021

2021 Q3 Top Ten Update: Steico out - Dt. Börse in
Hendrik König
german top ten updateEquities	Jun 22, 2021

Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets ScienceEquities	Jun 09, 2021

2021 Q2 Top Ten Update: HeidelbergCement & Commerzbank out - Steico & SAP in
Hendrik König
german top ten updateEquities	May 10, 2021

quarterly preview: 2021 Q1
Metzler Research Team
quarterly previewEquities	Apr 07, 2021

2021 Q2 Waiting for the vaccine
Hendrik König
german top tenEquities	Apr 01, 2021

2021 Q1 Top Ten Update: Daimler, Dt. Boerse & Gerresheimer out - Commerzbank, DWS & Kion in
Hendrik König
german top ten updateEquities	Mar 10, 2021

The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets ScienceEquities	Feb 24, 2021

2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in
Hendrik König
german top ten updateEquities	Jan 26, 2021

quarterly preview: 2020 Q4
Metzler Research Team
quarterly previewEquities	Jan 14, 2021

capm view: Riding the Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Jan 14, 2021

capm view: Reiten auf der Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Jan 14, 2021

2021 Q1 Markets on the vaccine needle
Hendrik König
german top tenEquities	Jan 04, 2021

2020 Q4 Top Ten Update: HelloFresh out - Siemens in
Hendrik König
german top ten updateEquities	Dec 11, 2020

2020 Q4 Top Ten Update: Siltronic out - W&W in
Hendrik König
german top ten updateEquities	Dec 01, 2020

Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ...	Nov 30, 2020

2020 Q4 Top Ten Update: Infineon out - HelloFresh in
Hendrik König
german top ten updateEquities	Oct 29, 2020

capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Oct 22, 2020

capm view: Monetary and fiscal policy dominate everything
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Oct 22, 2020

capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm specialFixed Income & FX, EquitiesConstruction, Industrial Technology, ...	Oct 19, 2020

quarterly preview: 2020 Q3
Metzler Research Team
quarterly previewEquities	Oct 01, 2020

2020 Q4 A lot of hope - little in real terms
Hendrik König
german top tenEquities	Oct 01, 2020

2020 Q3 Top Ten Update: Covestro & va-Q-tec out - Gerresheimer & Siltronic in
Hendrik König
german top ten updateEquities	Sep 21, 2020

equity special: Don't stop me now: Not even Covid-19 seems to be able to stop the green revolution of the EU
Hendrik König
equity specialEquitiesAutomobile Suppliers, Construction, ...	Sep 07, 2020

2020 Q3 Top Ten Update: Dt. Post out - Dt. Börse in
Hendrik König
german top ten updateEquities	Aug 24, 2020

2020 Q3 Top Ten Update: Bechtle & Stratec out - va-Q-tec & Wacker Neuson in
Hendrik König
german top ten updateEquities	Aug 14, 2020

2020 Q3 Top Ten Update: Takkt out - Covestro in
Hendrik König
german top ten updateEquities	Aug 11, 2020

Stahl: Q2 preview - Upbeat on ThyssenKrupp and Klöckner
David Varga
sector reportEquitiesSteel	Jul 24, 2020

2020 Q3 Top Ten Update: Sartorius & Allianz out - Stratec & HelloFresh in
Hendrik König
german top ten updateEquities	Jul 20, 2020

capm view: Overcoming Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Jul 06, 2020

capm view: Überwindung von Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities	Jul 06, 2020

quarterly preview: 2020 Q2
Metzler Research Team
quarterly previewEquities	Jul 02, 2020

2020 Q3 Real economic development has yet to confirm market recovery
Hendrik König
german top tenEquities	Jul 01, 2020

capm special: COVID-19 is putting the real estate winning streak to the test
Hendrik König
capm specialFixed Income & FX, EquitiesReal Estate	Jun 29, 2020