Dr Manuel Renz

Equity Analyst – Global ESG Integrated

Dr Manuel Renz has been working in Asset Management at Zürcher Kantonalbank since 2022 as a global ESG integrated equity analyst. He is responsible for the area of consumer discretionary goods and consumer staples. His research focuses on sustainable mobility in the automotive industry, the latest consumer trends, in particular in fashion and other consumer discretionary goods, as well as biodiversity aspects at food and beverage manufacturers.

Before joining Zürcher Kantonalbank, Dr Manuel Renz worked for DEKRA SE for three years as Investment Manager Corporate M&A. His area of responsibility included the analysis of business plans and the preparation of company assessments as well as market and competition analyses. From 2014 to 2019, he obtained his doctorate from the University of Stuttgart on the topic of "Sustainable investment strategies for the custody account A business (own business) of savings banks and regional banks" as part of a project series funded by the savings banks and the Deutsche Sparkassen Bank und Giroverband (DSGV).

Dr Manuel Renz holds a Master of Science in international business/finance from Maastricht University and a Bachelor of Science in international business administration from the Frankfurt School of Finance & Management. Manuel Renz has been a CFA charterholder since 2017.

Blog posts

Electric car market - from sprint to snail's pace

The Geneva Motor Show is celebrating its 100th birthday. However, the event is primarily characterized by the absence of various top car brands due to gloomy sales expectations. This also applies to the electric vehicle market.

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20 million additional charging points needed by 2030

Electromobility needs charging stations. But there is still a long way to go. This opens up investment opportunities.

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Holiday season 2023: Shoppers' mood is rerstrained

With Black Friday, the "Super Shopping Month" has reached a peak. Yet consumer sentiment seems to be restrained. Nevertheless, there are investment opportunities.

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Ban on combustion engines – impact on motor vehicle stocks

Car manufacturers are in challenging terrain. Now, the European Union's recent ban on combustion engines is exacerbating the situation. What does this mean for car manufacturers in general and their stocks in particular?

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Will inflation spoil Black Friday?

The «Super Shopping Month» has started with Singles Day. Forecasts indicate a mixed Black Friday and Cyber Monday. High inflation is also dulling the desire to buy.

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On the brink of stagflation

High inflation and a subdued economic outlook are pushing many economies towards the brink of stagflation. What does this mean for equity investments?

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Fully electric in the fast lane

The greater range and, of course, the sharp rise in fuel prices are making electric vehicles attractive. Automotive manufacturers are investing heavily here.

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What really drives e-mobility

The ultimate breakthrough in e-mobility will be achieved when the costs of battery production reach the level of a classic combustion engine. We're not far away from that right now.

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