Rocchino Contangelo

Head of Buy-Side Research

Rocchino Contangelo

Rocchino Contangelo is the Head of Buy-Side Research at the Asset Management division of Zürcher Kantonalbank, where he has been working since 2014. In addition, he is responsible for the investment stewardship activities (engagement and proxy voting) in the equities sector and serves on the Executive Panel of the division's ESG Committee. Before joining Zürcher Kantonalbank, he held various positions at Zurich, UBS, Kepler & Mainfirst and other asset managers.

Rocchino Contangelo holds a degree in Finance from the London School of Economics and has completed additional training to become a Certified ESG Analyst (CESGA), CPEP, CHP, CFMS. He has many years of research experience and has been following the financial markets professionally since 2000.

Blog posts

CO2 emissions in the cement industry - our engagement

Cement production requires a lot of energy and therefore emits huge amounts of climate-damaging CO2. As an asset manager focussing on sustainability, we are therefore holding talks with leading cement manufacturers.

Financials: it all comes down to liquidity

Central banks have raised key interest rates again. What does this mean for the banking system in general and for equities from the financial sector in particular?

Credit Suisse takeover: implications for financial markets

The takeover of Credit Suisse by UBS is having a momentus impact on the financial sector in general. How we see the market situation.

Sustainable investment requires active dialogue

Investment stewardship is a hot topic right now. But what does this term mean? Our sustainability specialists Fabio Pellizzari and Rocchino Contangelo provide answers.

ChatGPT and Artificial Intelligence: What's all the hype about?

The ChatGPT chatbot brilliantly showcases the potential of artificial intelligence (AI). Microsoft has already invested billions. What are Microsoft's plans and what are the potential implications of this technology for other sectors and companies? Our equity analysts Aryestis Vlahakis and Rocchino Contangelo discuss.

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?

Is devaluation for equity over? A bottom-up perspective

Rising inflation and interest rates have been affecting equities for several months. How can the journey continue and how can an equity portfolio be aligned?

Tracking down attractive Swiss equities

The search for promising Swiss equities requires a structured investment process. The focus here is on quality, value and sustainability.

Focus on commodities, Switzerland and sustainability

High inflation, rising interest rates and expensive commodity prices are affecting companies' earnings reports. We see opportunities, for example in defensive sectors, commodities and sustainable energy.

Is the wage-price spiral about to appear?

As a result of higher commodities prices and supply chain problems as well as a surge in economic demand after the pandemic, prices for consumer goods are rising across the board. Upward pressure on wages is therefore increasing, too. This development has consequences for equities.

Zürcher Kantonalbank: Pioneer in biodiversity

We are breaking new ground together with ESG specialist Sustainalytics.

ROIC (II): Quality offers sweet return opportunities for equities

The second post in our ROIC series provides insights into the integrated quality assessment in the buy-side research of asset management.

ROIC (I): Key parameter in our stock selection

As part of our global equity research, we deal with ROIC on a daily basis. But what does this mean?

Climate engagement: what do we demand from companies?

As an asset manager with global investment activities, improving the sustainability standards of our equity investments is a fiduciary and societal responsibility.

Turkey: High credit growth entails high risks

Over the past 12 months, the country's rapid economic recovery has been driven by the government's preference for very high credit growth. This has again exacerbated the risks to Turkey's financial stability.