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All of the World’s Investable Assets in One Visualization
226 sats \ 4 comments \ @0xbitcoiner 18h Stacker_Stocks
America commands a significant share of global investment assets, with U.S. equities and bonds accounting for 47% of the world portfolio.
This dominance is driven in part by the S&P 500’s strong long-term performance and the outsized influence of major U.S. tech firms. At the same time, the dollar’s status as the world’s reserve currency underpins demand for U.S. fixed income.
This graphic shows the global portfolio of investable assets, based on data from Goldman Sachs Investment Research.
🔗 visualcapitalist.com
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0 sats \ 1 reply \ @BlokchainB 11h
@Solomonsatoshi where is China on this graphic?
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0 sats \ 0 replies \ @Solomonsatoshi 10h
The neoliberalised west enjoys the legacy financial system hegemony it has built over the last 500 years. But it is a double edged sword and less secure than you may think. Most of the US GDP is derived from financial derivatives, mostly debt(mostly via its petrodollar exceptional privilege) and military hardware exports. Debt and Death. Financial markets are where the west still has a substantial lead over China. no doubt, but in terms of productive capacity and efficiency China is well ahead. Take electricity-
China has not yet developed financial markets of any size and what is developing may or may not be visible to legacy western institutions that remain the source of most data. China already enables trade payments settlement for Iran and Russia and others outside of the petrodollar/USD/SWIFT/IMF network and the data for this is not readily available.
The dominance over financial derivatives that the US/west still enjoys is rather a fragile thing as any understanding of the GFC reveals. It was Chinas mercantile economic strength that kept the legacy IMF systems viable post GFC- this is why China was invited to join the IMFs board of reserve currency issuers and is the only member of that board that is not both monetarily and militarily subservient to the US.
Monetary and military infrastructures are highly aligned. The US cannot now fight a war of any scale without China support and supply of rare earths.
Looking forward to your reasoned response to these facts and issues.
Silence.
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0 sats \ 1 reply \ @SimpleStacker 18h
Surprised real estate is that low. Is it only exchange-traded assets, like REITs?
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0 sats \ 0 replies \ @0xbitcoiner OP 18h
Both global equities and private markets exclude real estate.
[...]
The World Portfolio is typically estimated based on investable financial assets such as public equities and bonds. The actual investment universe could be much larger if alternatives, derivatives or private assets such as residential real estate, farmland, commodities, collectables or even intellectual property / human capital are included. However, many of these are relatively small or illiquid, not readily tradable, or lack transparent market values. Also, in some cases they are based on other assets, e.g. hedge funds, alternative risk premia and derivatives, and thus there is a risk of double-counting.
https://elements.visualcapitalist.com/wp-content/uploads/2025/10/1760613583035.pdf
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