Dr. René Nicolodi

Head of Equities & Themes, Deputy Head of Asset Management

Image: Christian Grund

René Nicolodi heads up both the Equity and Private Equity teams, and is Deputy Head of Asset Management at Zürcher Kantonalbank. Over the past 20+ years he has held several different positions at Zürcher Kantonalbank as well as other financial institutions.

René Nicolodi is a member of the ESG Commission of the European Federation of Financial Analysts Societies (EFFAS), and holds lectures on asset management and sustainable finance at a number of universities. He earned his PhD at the University of Zurich, and has been a Chartered Alternative Investment Analyst (CAIA) since 2009. In 2022 he earned an MA in Digital Management from Hyper Island/Teesside University.

Blog posts

What moves the stock markets – the key drivers

Geopolitical uncertainties, the energy shock triggered by the closure of the Strait of Hormuz, and a reorganisation of market dynamics could continue to unsettle stock markets despite the ceasefire. René Nicolodi provides his analysis.

Swiss innovation meets capital needs: Private equity as a solution

Swiss companies are indeed global leaders in innovation. "However, there is still significant room for improvement in financing start-ups," explains René Nicolodi in the interview.

René Nicolodi: "Active investments can score"

Sustainable investment themes are experiencing a comeback, observes the Head of Equities in Asset Management.

Investments in Climate-Themed Funds: Focus on Power Generation

The necessary decarbonisation of the economy creates opportunities for investments in climate-themed funds, says René Nicolodi. The Head of Equity & Themes at the Asset Management of Zürcher Kantonalbank explains in the show "Geld" who the winners of the transformation could be.

Water scarcity: why the problem is also of interest for investors

Solutions to the problem of water scarcity should also generate higher growth in the long term.

Investing in Equity Funds: Does "Buy and Hold" Deliver on Its Promises?

The buy-and-hold strategy can be very successful when investing in equity funds, says René Nicolodi on the programme "Geld." However, there are some essential rules to follow.

More Return Potential with Pillar 3a Funds

Saving on taxes and building a substantial retirement fund in the long term – this is what contributions to Pillar 3a funds can offer. In the interview, René Nicolodi explains the approach and which investment strategies should be considered for different life phases.

AI as a driver for the digital economy investment theme

Despite already high stock market valuations, the investment theme of the digital economy appears to be promising, says René Nicolodi.

Investing in funds or Individual Securities – Which is the Better Choice?

Investing in funds can offer investors not only broad diversification and thus reduced risk, but also access to expertise and specialised investment areas, says Dr. René Nicolodi in the interview.

How to avoid investment mistakes?

Insufficient diversification, trying to time the market, and holding onto losses for too long: These classic mistakes threaten investors again in 2025. René Nicolodi offers solutions.

Stock market: Will 2025 be as strong as 2024?

The past year in equities brought investors strong returns. Will it continue at the same pace in 2025? René Nicolodi urges caution. He identifies sectors that still have upside potential.

Thematic investing: The many facets of climate change

Decarbonising the global economy is an enormous challenge, as the COP29 climate summit in Baku has shown. But it also presents opportunities for investors. Thematic investments offer a variety of approaches.

‘Healthy Longevity': healthy ageing as an investment theme

The steady increase in life expectancy is creating challenges. However, it also offers numerous opportunities for companies that offer products and services in the area of ‘healthy longevity’ and for investors who want to participate in this megatrend.

Quality for sustainable thematic returns

How focusing on high-quality equities and above-average returns on capital can lead to more resilient and rewarding investments.

Focusing on yield opportunities with thematic expertise

If you want to invest in equities for the long term today, there is a colourful bouquet of options open to you. Investment approaches in which themes are the relevant benchmarks are also of interest. A distinction must be made between different forms.

More efficiency and diversification with thematic funds

Thematic funds offer more than just exciting investment stories and potential returns. They can also provide greater efficiency and increase diversification.

How to surf megatrends with thematic funds

How theme funds convince with exciting future prospects, interesting investment opportunities and better portfolio diversification.