Dr. René Nicolodi

Head of Equities & Themes, Deputy Head of Asset Management

Image: Christian Grund

René Nicolodi is currently Head of Equities & Themes and Deputy Head of Asset Management at Swisscanto Invest by Zürcher Kantonalbank. Over the last 20+ years, he has held several positions at Zürcher Kantonalbank and other financial institutions.

René Nicolodi is part of the ESG Commission of the European Federation of Financial Analysts Societies (EFFAS) and has been the Vice-President of the Board of Swiss Sustainable Finance. Additionally, he is a lecturer on asset management and sustainable finance at different universities. René Nicolodi gained a Ph.D. in the area of 'Sustainable Pension Fund Engagement' from the University of Zurich, and since 2009 has been a Chartered Alternative Investment Analyst (CAIA). He recently completed a Master of Arts in Digital Management in 2022 at Hyper Island / Teesside University.

Blog posts

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.

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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.

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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.

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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.

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‘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.

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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.

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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.

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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.

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How to surf megatrends with thematic funds

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

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