Real Assets in Focus: Market Trends in Precious Metals and Oil, 26.3.2026
In an era marked by market volatility and persistent inflationary pressures, tangible assets are once again taking central stage. Join us for an exclusive discussion on the investment potential of key commodities — from precious metals to the energy resources driving global growth.
We are pleased to welcome Mr. Lorenzo Portelli, Head of Cross Asset Strategy at Amundi SGR (Italy), as our keynote speaker.
In his presentation, Mr. Portelli will explore medium-term trends and short-term valuation dynamics across gold, silver, copper, and oil.
SPEAKER
Lorenzo Portelli is the Head of Cross Asset Strategy within Amundi Investment Institute. He is responsible for developing the 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. He actively supports multi-asset portfolios by recommending investment strategies and providing advice on a continuous basis. He is heavily involved with the global sales teams as part of their investment advisory roles with retail distribution networks, and private, third-party and institutional clients, regularly publishing views, meeting clients and leading research for both internal and external consumption.
He is a member of the Amundi Institute Management Committee, and the Strategy and Business Development Committees within Amundi Investment Institute. For the Multi-Asset Platform, he is a member of the Macro Strategy Group, responsible for determining main scenarios. He is a member of the Multi-Asset Management Committee, and OCIO Investment and Business Committees. He is also a member of the Multi-Asset Investment Committee for Amundi’s multi-asset management affiliates. In addition, he holds the Head of Research position at Amundi SGR in Milan.
He was previously a Global Quantitative Strategist at Pioneer Investment. Prior to joining Pioneer Investments in 2003, Lorenzo held the role of Risk Manager with Nextra Asset Management. He collaborated with Bocconi University, Pennsylvania State University, ‘La Sapienza’ University, Cattolica University and the National Research Council.
Lorenzo holds a degree in Economics and a Master’s degree in Quantitative Finance and Insurance, both from Bocconi University, Milan. He is a lecturer at the Polytechnic University of Milan and Turin University.