Marlborough's Nathan Sweeney: Four potential black swans for 2024

Geopolitical tensions and AI

clock • 4 min read

Hamas’s attack on Israel and the resulting conflict in Gaza caught investors by surprise and led to market volatility amid concerns about a wider war in the Middle East.

What new ‘black swans' could the world face in 2024? Marlborough's multi-asset team have considered a range of unlikely yet plausible scenarios and penned four potential ‘black swan' events that could have a significant impact on markets in the year ahead. China turns its back on Russia to increase trade with the West China has proved Russia's most important ally during the war in Ukraine, with a US government intelligence report citing Beijing as helping Russia "mitigate both the impact of Western sanctions and export controls". Fed minutes warn rates could remain high 'for some...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

Market Movers blog: UK gilt yields continue to rise as markets fret over government borrowing plans

Market Movers blog: UK gilt yields continue to rise as markets fret over government borrowing plans

Latest news and analysis

Investment Week
clock 13 January 2025 • 1 min read
London Stock Exchange suffers lowest IPO volume on record in 2024

London Stock Exchange suffers lowest IPO volume on record in 2024

Following 88 delistings last year

Linus Uhlig
clock 06 January 2025 • 3 min read
Donald Trump urges EU to purchase US oil and gas or face tariffs

Donald Trump urges EU to purchase US oil and gas or face tariffs

Latest Trump tariff threat

Linus Uhlig
clock 20 December 2024 • 2 min read
Trustpilot