Lorenzo PORTELLI

Head of Cross Asset Strategy, Head of Research at Amundi SGR in Italy, Amundi Institute

Lorenzo is responsible for developing modelling 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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Capital Market Assumptions

Asset Class Return Forecasts - Q2 2023

Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.

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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,...

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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...

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Capital Market Assumptions

A rocky net zero pathway

Key highlights on long-term scenarios and return forecasts.

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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...

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Economy & Markets

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

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...

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Capital Market Assumptions

Asset Class Return Forecasts - Q4 2022

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

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