Brace yourself for the new age of intervention, as central banks stop moving in sync and governments get hands on with fiscal, regulatory and trade policy.
"At Man Group, we have no house view. Our portfolio managers pursue opportunities based on individual, high-conviction approaches – whether because of a trade’s fundamental value or an algorithm’s powerful signal. Here are insights on the market and macro picture for 2026, and how you can benefit from the key themes."
From monetary-policy splits and fiscal wobbles to labour-market disruption from AI, expect turbulence ahead as protectionism sets in.
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ARTICLE | 5 MIN | DEC 2025
Against a backdrop of heightened uncertainty, we see a range of possible outcomes for 2026. We examine key asset allocation opportunities in the context of our base case, downside and upside scenarios for economies and markets.
Kristina Hooper is the Chief Market Strategist at Man Group, a global alternative investment manager. In this role, she provides views and insights on the economy and markets. She was featured on the cover of the January 2015 issue of Kiplinger’s magazine, and appears regularly on CNBC, Bloomberg TV, Yahoo Finance and Reuters TV. She has also been a mainstage speaker at numerous national and regional conferences. She is regularly quoted in The Wall Street Journal, Financial Times, The New York Times, Reuters and other financial news publications.
Prior to joining Man Group in 2025, Kristina served as the Chief Global Market Strategist at Invesco and previously worked at Allianz Global Investors. She earned a BA degree, cum laude, from Wellesley College; a JD from Pace University School of Law, where she was a Trustees’ Merit Scholar; an MBA in finance from New York University Stern School of Business, where she was a teaching fellow in macroeconomics and organisational behaviour; and a master’s degree from the Cornell University School of Industrial and Labor Relations, where she focused on labour economics.
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