Your search results
Kosta Kleyman
Kosta Kleyman
6 March 2026
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
5 March 2026
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
3 March 2026
With the invasion of Iran, geopolitics is once again dominating proceedings.
EMEA Investment grade examined 2026 - The importance of portfolio construction
EMEA Investment grade examined 2026 - The importance of portfolio construction
3 March 2026
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
Market Perspectives: Middle East conflict – market impacts and implications
Market Perspectives: Middle East conflict – market impacts and implications
2 March 2026
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
CT Healthcare Trust video
CT Healthcare Trust video
27 February 2026
Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
27 February 2026
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
26 February 2026
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
The evolving landscape of climate investing
The evolving landscape of climate investing
26 February 2026
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
World in Motion Blog
World in Motion Blog
25 February 2026
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
5 March 2026
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
3 March 2026
With the invasion of Iran, geopolitics is once again dominating proceedings.
EMEA Investment grade examined 2026 - The importance of portfolio construction
EMEA Investment grade examined 2026 - The importance of portfolio construction
3 March 2026
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
Market Perspectives: Middle East conflict – market impacts and implications
Market Perspectives: Middle East conflict – market impacts and implications
2 March 2026
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
27 February 2026
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
26 February 2026
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
The evolving landscape of climate investing
The evolving landscape of climate investing
26 February 2026
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
In Credit Weekly Snapshot – Rip it up (and start again)
In Credit Weekly Snapshot – Rip it up (and start again)
24 February 2026
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
Market Perspectives: Tariffs 2.0? The options for President Trump
Market Perspectives: Tariffs 2.0? The options for President Trump
23 February 2026
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
18 February 2026
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?