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Soros CIO Warns of Turbulent Times Ahead

3/4/2026

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Story summary
  • Dawn Fitzpatrick, chief investment officer of Soros Fund Management, warned of a challenging 18–24 months due to geopolitical risks and AI disruption, speaking at the Bloomberg Invest conference.
  • She cited uncertainty from the U.S.-Iran conflict, disrupting oil trade and boosting volatility.
  • The private credit sector is under pressure, with rising defaults and withdrawal requests from investors.
  • Other asset managers share the cautious outlook, suggesting that market resilience will be tested.