Lorenzo PORTELLI

Head of Cross Asset Strategy, Head of Research at Amundi Italy, Amundi Investment Institute

Lorenzo is responsible for developing models for Tactical and Dynamic Asset Allocation and contributing to the creation of house views and positioning. He and his team lead Amundi’s short-term and long-term Capital Market Assumptions models and actively support multi-asset portfolios.

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14/04/2025

Economy & Markets

The uncertain reality of tariffs and the future of gold

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Macroeconomics, Geopolitics, and Strategy - March 2023

10/05/2023

Economy & Markets

Macroeconomics, Geopolitics, and Strategy - May 2023

Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...

3/04/2023

Economy & Markets

Macroeconomics, Geopolitics, and Strategy - April 2023

Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...

28/03/2023

Capital Market Assumptions

A rocky net zero pathway

Key highlights on long-term scenarios and return forecasts.

6/03/2023

Economy & Markets

Macroeconomics, Geopolitics, and Strategy - March 2023

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...

Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year

2/12/2022

Economy & Markets

Defensive asset allocation extends into 2023, with a gradual...

The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...