Global markets continue to swing on geopolitical tensions and diverging interest-rate paths — and major hedge funds and state-backed investors see opportunity in the uncertainty.
At Abu Dhabi Finance Week, leaders from Man Group, Brevan Howard, and the Abu Dhabi Investment Council highlighted growing conviction in macro and long-volatility strategies ahead of 2026.
Shiv Srinivasan (ADIC) noted that volatility across global markets is creating attractive setups:
“With pain comes opportunity.”
His hedge fund portfolio is up 13% this year, and he expects macro and trend strategies — including CTAs — to remain strong performers, as they were in 2022, when some delivered 40%+ returns during a 20% market selloff.
Man Group CEO Robyn Grew echoed that dispersion is opening new trading opportunities, while Brevan Howard CEO Aron Landy sees widening divergence in global assets, interest rates, and even crypto, noting:
“The biggest risk in crypto is having no exposure at all.”
As investors brace for elections, shifting central bank policies, and geopolitical unpredictability, volatility is increasingly becoming a core source of alpha for 2026.