Luca Bindelli

Head of Investment Strategy Lombard Odier

Luca started his career as a PhD economist in 2005 at Morgan Stanley in London. He joined Credit Suisse Group in 2008, where he held several positions as an economist, strategist, as well as deputy head of strategy for the bank's private banking and asset management departments. In 2016, he became responsible for portfolio construction at Compenswiss, the institution responsible for managing social security funds in Geneva, before returning to Credit Suisse Group in 2019 as head of fixed income, currency and commodity, and deputy head of strategy. He joined Lombard Odier in April 2024 as Head of Investment Strategy and Asset Allocation.

Main Day 1 | 22nd April

17:00 Investment Outlook Panel: Adapting portfolios to global uncertainty: How are macro policy shifts, fiscal pressure, and geopolitics reshaping investment strategies?

From fiscal dominance and rising public debt to protectionist trade policies and geopolitical instability, macro conditions are creating a more complex backdrop for long-term capital allocation. With potential U.S. deregulation, leadership changes at the Fed, and tariff-driven volatility, how are CIOs and investment strategists repositioning for the next cycle?

This panel brings together senior multi-asset investment strategists to explore portfolio construction, cross-border allocation, and how new political and economic risks are shaping both tactical and strategic investment views across regions and asset classes.

Check out the incredible speaker line-up to see who will be joining Luca.

Download The Latest Agenda