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How Valuable Are the Capital Market Segments
As of September 2009 best estimates are…
By Global Capital Institute – approximately USD$178 trillion in assets – updated results.
Previous estimate: USD$200 trillion – with estimates of --
Owned / controlled by governments - $15 trillion – 8% of total – 2007 year end estimate
McKinsey & Company Capital Markets has issued its research update results (25 September 2009) with these highlights: year end 2008 world financial assets fell by USD$16 trillion to $178 trillion, with world equities leading the loss, declining by $28 trillion.
Source: McKinsey Global Institute: Report: Entering a new era
Link to full report PDF here: http://www.mckinsey.com/mgi/reports/pdfs/gcm_sixth_annual_report/gcm_sixth_annual_report_full_report.pdf
Note: Your editors have seen estimates up to USD$300 trillion – see this “answers-google” thread: http://answers.google.com/answers/threadview?id=206505
Important note from McKinsey Global Institute: Four (4) “new power brokers” are having a growing impact now on global capital markets – Asian Sovereign Wealth Funds (SWFs) and Asian Sovereign Assets, petrodollar exporters, hedge funds, and private equity (PE) firms. The combined assets of these players rose by 22% to USD$11 trillion.
Total of classes (September 2009 update report of previous data) were:
· Asian SWFS and Sovereign Foreign Assets – USD$4.6 trillion.
· Asian SWFs alone – USD$670 billion Assets
· Private Equity firms – Assets Under Management – USD$900 billion for leveraged buyout funds.
· Hedge Funds – USD$1.9 billion Assets Under Management
· Oil Exporters – USD$4.6 trillion in Foreign Financial Assets
Oil Windfall Capital – McKinsey Global Institute (September 2009)
The Gulf Cooperation Council (6 Middle East nation-states) could grow from the base of foreign assets of USD$1.9 trillion (year end 2006) to USD$6.2 trillion by 2020, depending on oil prices. At that level, the GCC nation-states (energy exporters) would have USD$3.5 trillion in new funds to invest in global capital markets by 2020, raising their total foreign wealth to USD$8.3 trillion by 2020.
Private Equity Firms
Transactions topped $721 billion in 2007. Private equity firms and their investors contributed $234 in equity.
Activities: Leveraged Buyouts, Hedge Funds, Venture Capital, Distressed Debt, Securitization, Private Equity, Merchant Banking, Real Estate transactions, Secondary Lending, etc.
Mutual Funds – United States
Largest group of investors in US stock, commercial paper and municipal securities markets – 51% of the world’s mutual fund assets under management in 2008.
Source: 2009 Investment Company Fact Book, © 2009, Investment Company Institute
Mutual Funds – Global – Equity, Bond, Money Market, Balanced/Mixed
Mutual Funds, Exchange-Traded Funds, Unit Investment Trusts, Closed-End Funds
Sovereign Wealth Funds
Projected to reach $15 trillion in the next decade – Peterson Institute – Edwin Truman
SRI / Socially Responsible Investors / Sustainable & Responsible Investors
US Public Employee Pension Funds
Managed Investments / Hedge Funds
Hedge Funds, Funds of Hedge Funds, Futures Funds, Pools, Non-traditional asset classes
Retirement Assets – USA – Fortune magazine, August 2009 issue
Total Value of USA Retirement Assets – USD$14 trillion
Private Pension Plans: $2.0 Trillion
Federal / State / Municipal Pension Plans & Funds: $3.5 trillion
Annuities: $1.4 trillion
Individual IRAs (retail investors): $3.6 trillion
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