Tactical Asset Allocation December 2024
While the dollar rally is now losing momentum, the yen should benefit from further interest rate hikes. Confidence remains high for equities and two alternative asset classes.
Senior Portfolio Manager (mixed funds and institutional mandates)
Nicola Grass has been a Senior Portfolio Manager and Deputy Team Leader in the Multi-Asset Solutions team in Zürcher Kantonalbank's Asset Management since 2016. He manages the mixed occupational pension assets of the Swisscanto investment foundations as well as mixed institutional mandates. He is distinguished by his incisive assessment of key financial market developments, which he continuously communicates with current videos and blog posts – at present primarily on the topic of inflation and its effects as well as possible courses for action in the context of multi-asset solutions.
Nicola Grass began his career at Zürcher Kantonalbank in 2015 as a trainee in the Investment Solutions department, where he was able to get to know all aspects of private asset management. Previously, he worked in the Credit Risk department at UBS.
He holds a master's degree in economics from the University of Zurich since 2015 and has been a CFA (Chartered Financial Analyst) charterholder since 2018.