PORTELLI Lorenzo

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Asset Class Views 7.05.2021 Asset Class Return Forecasts - Q2 - 2021

With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.

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Asset Class Views 30.10.2020 Asset Class Return Forecasts - Q4 - 2020
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Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting low r...

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Monthly Cross Asset 2.10.2020 Contraction > recovery > late cycle: the cycle round trip is confirmed...
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Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment

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Insights Paper 21.09.2020 Risk budgeting and trade sizing: why they matter to multi-asset portfo...
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In the current environment of heightened uncertainty, managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those inves...

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Asset Class Views 10.08.2020 Asset Class Return Forecasts - Q3 - 2020
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All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different uncerta...

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Asset Class Views 18.05.2020 Asset Class Return Forecasts - Q2 - 2020
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In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including an econom...

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Monthly Cross Asset 30.04.2020 Contraction > recovery > late cycle: a cycle round trip in three years
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The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp ...

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Monthly Cross Asset 5.02.2020 Investment Phazer Update: downward trend is confirmed
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While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus im...

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Asset Class Views 5.08.2019 Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
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Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.

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