Klisman Murati
Boards and investment committees are making capital decisions on geopolitical assumptions that no longer hold. The categories most institutions still use to assess country risk and global exposure were built for a system that is fracturing. Misreading the new map costs capital and market position.
Klisman Murati is the geoeconomic strategist boards and investment committees consult when conventional analysis of global risk stops tracking reality.
Full Profile
Why organisations work with Klisman Murati
- The Global Power Index, a proprietary quantitative model assessing 194 countries across multiple dimensions of national power and built on more than 30 years of longitudinal data. Clients drawing on it include NATO, the European Commission, Shell, JP Morgan, and HSBC.
- A documented forecasting record. The GPI signalled Russia’s invasion of Ukraine and Germany’s 2024 recession before consensus, and surfaced the structural drivers of the US-Israel-Iran conflict for shipping and energy leadership ahead of the market.
- A direct challenge to the categories institutions still allocate against. He shows asset managers and corporate boards why “emerging markets” no longer maps to where capability is actually accumulating, and gives them a more accurate way to read country trajectories.
- A multidisciplinary lens that single-discipline analysts cannot replicate. His training spans anthropology, political economy, energy policy, security studies, and financial crime, which is what allows him to read AI, protectionism, capital flows, and demographic change as one connected system.
Biography highlights
- Founder and CEO of Pareto Economics, the London-based strategic intelligence firm behind the Global Power Index
- Creator of the Global Power Index, a proprietary quantitative framework covering 194 countries and three decades of longitudinal data
- Visiting Professor at the Helsinki Geoeconomics Institute
- Forecasts arriving ahead of consensus include Russia’s invasion of Ukraine and Germany’s 2024 recession
- Clients include NATO, the European Commission, Shell, JP Morgan, HSBC, Vanguard, Telia, and Stena Bulk
- Quoted and broadcast across BBC, Al Jazeera, CGTN, the Financial Times, and Investment Week; author of more than 250 published articles
Biography
Pareto Economics called Russia’s invasion of Ukraine and Germany’s 2024 recession ahead of consensus. Behind those calls sits the Global Power Index, a proprietary quantitative model of 194 countries built on more than 30 years of longitudinal data.
Klisman Murati founded Pareto Economics in 2017 to address a specific gap in country-risk analysis. Conventional models rank economies by income thresholds and credit ratings. The GPI instead maps which economies are actually accumulating capability across consumer markets, military balance, technological leadership, commodities exposure, geostrategic position, and financial strength.
That work has placed him in the room with the people allocating capital under geopolitical exposure. Clients include NATO, the European Commission, Shell, JP Morgan, HSBC, Vanguard, Stena Bulk, and Telia. He has helped asset managers reposition ahead of the Russia-Ukraine shock and advised shipping and energy leadership on the structural drivers of the US-Israel-Iran conflict.
Murati’s training spans social anthropology, security studies, energy policy, and financial crime. As Visiting Professor at the Helsinki Geoeconomics Institute, he sits at the intersection of frontier academic research and live institutional practice. His commentary appears across BBC, Al Jazeera, CGTN, the Financial Times, and Investment Week, and he has published more than 250 articles.
Key speaking topics
- Geoeconomic strategy and country risk
- The Global Power Index and quantitative country forecasting
- Geopolitical risk and capital allocation
- Fragmentation of the global trade and investment order
- AI, protectionism, and the redistribution of global power
- Long-horizon strategic foresight
- Emerging market reassessment
Ideal for
- Boards, investment committees, and CIOs setting country and exposure strategy in a fracturing global order
- Asset managers and family offices repositioning capital ahead of geopolitical shocks
- Corporate strategy leadership in energy, shipping, financial services, and technology with material cross-border exposure
- Policymakers and government officials shaping long-horizon economic and security strategy
Audience outcomes
- A clearer view of which forces will actually shape the next five to ten years, separated from headline noise
- A working framework for pricing geopolitical risk into specific capital allocation, market entry, and exposure decisions
- Specific signals to track in their own industry, sector, or geography, drawn directly from the GPI’s underlying data
- Replacement of outdated categories like “emerging markets” with a sharper, data-driven read of country capability
Talks
A strategic playbook for senior leaders making consequential calls when the assumptions behind those calls are themselves in flux.
Key takeaways:
- How to separate signal from rhetoric in a market that has stopped believing official narratives
- A decision-making framework that holds up in conditions previous strategy cycles were not designed for
- Specific tools for leading through compounding volatility without defaulting to reactive analysis
A direct dismantling of the income-threshold and credit-rating frameworks investors and corporates still use to allocate against developing economies.
Key takeaways:
- Why the “emerging markets” category obscures more than it reveals about where capability is actually being built
- The specific metrics that distinguish economies accumulating power from those being structurally misread
- A data-driven map of growth that does not rely on consensus categories
A unified read of the forces most boards still analyse separately, which are now compounding into a single strategic problem.
Key takeaways:
- Where AI and protectionism are quietly redistributing global economic power, well ahead of consensus
- How to read AI, technology, and trade policy as one system rather than three news cycles
- A geo-risk diagnostic for repricing portfolios, supply chains, and country exposures
A discipline-building talk on how to make decade-defining decisions in a system that rewards the quarter, the cycle, and the headline.
Key takeaways:
- How to separate urgency from importance when the inbox is full of urgent things
- The structural discipline for reading where the world is going, not where it has just been
- How to interrogate the analysis landing on the desk before it becomes a decision