Global Strategy Themes for 2026

Javier Corominas is Chief Multi-Asset Strategist at Alpine Macro.
Javier has over 20 years’ experience in active portfolio management and in independent macro research. He has a background in macro-economic modelling and forecasting, portfolio optimization and risk budgeting, asset allocation (SAA and TAA), relative value models and global thematic investment research.
Previously, Javier led global macro strategy at Oxford Economics where he was responsible for the firm’s view on Global Asset Allocation, both strategic and tactical. Prior to that, Javier spent a decade as head of research and then as FX and rates portfolio manager at Record Financial Group, one the UK’s largest multi-asset managers.
Javier holds both a First-Class Degree and an M. Phil in Economics from Cambridge University. He has a keen interest in world history and all manner of racquet sports, and is also fluent in Spanish and French.

Originally from Sydney, Australia, Cassidy has been living in the UK for the last eight years, firstly in Scotland at the University of St Andrews, before moving to London four years ago. Prior to Alpine Macro, she was working as an analyst in the macro research team at Deutsche Bank.

Daniel is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. He joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong.