In 2024, ** percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years, and is still below the levels before the Great Recession, when it peaked in 2007 at ** percent. What is the stock market? The stock market can be defined as a group of stock exchanges, where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the Financial Crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

A list of the top 50 World Investment Advisors holdings showing which stocks are owned by World Investment Advisors's hedge fund.

Global fintech investments experienced a substantial increase from 2010 to 2019, reaching their highest point at ***** billion U.S. dollars. In 2020, investments fell sharply to under *** billion U.S. dollars, before recovering strongly in 2021 to exceed *** billion U.S. dollars. Following this 2021 peak, fintech investment levels declined significantly, with 2024 recording the lowest investment value since 2017. Throughout these fluctuations, the ******** consistently attracted the majority of investments, representing over half of the total global investment volume. Fintech revolution: North America lead the charge Fintech refers to innovative startups in the financial sector that leverage modern technology to revolutionize financial services. These companies develop digitally enhanced products, offering widespread access to financial services at lower costs compared to traditional institutions. Their solutions often improve efficiency, accessibility, and user experience in various financial operations. As of 2024, ************* led the global fintech landscape with over ****** fintech businesses, establishing the region as the world's premier hub for financial technology innovation. Which is the largest fintech unicorn in the U.S.? In 2024, Stripe, a San Francisco-based payment processing services company, led the U.S. fintech unicorn sector with a valuation of ** billion U.S. dollars. This positioned Stripe as the most valuable fintech company in the United States. Following Stripe was Chime, another significant player in the fintech space, valued at ** billion U.S. dollars. The substantial valuations of these companies underscore the growing importance and financial clout of innovative payment and banking solutions in the U.S. financial technology landscape.

Graph and download economic data for Rest of the World; Investment Fund Shares; Asset, Transactions (BOGZ1FA263081205A) from 1946 to 2024 about transactions, investment, and assets.

Graph and download economic data for Rest of the World; Foreign Direct Investment in U.S.: Equity; Asset (Market Value), Level (BOGZ1FL263092141A) from 1945 to 2024 about FDI, market value, equity, assets, and USA.

A list of the top 50 Capital Research Global Investors holdings showing which stocks are owned by Capital Research Global Investors's hedge fund.

Global investments in clean energy and energy efficiency are outpacing those in fossil fuels, with China and the United States leading the charge. However, while China and the U.S. prioritized clean energy investments, other regions show varying priorities. Regional disparities in energy investments The Middle East, Latin America, Africa, and Southeast Asia continued to invest more heavily in fossil fuels than in clean energy, while the European Union stood out with a remarkably high ratio of clean to fossil energy investment, approximately ** times higher. China's commitment to renewable power is particularly striking, accounting for nearly ** percent of estimated global investment in renewable energy sources in 2025. The country’s renewable energy capacity was by far the largest in the world in 2024, surpassing the U.S. by a factor of ****. Global energy sources In 2022, around ********* of the energy consumed in the world was produced using oil, while the overall contribution of fossil fuels to the energy mix was over ** percent. China and the U.S. were the largest energy-producing and -consuming countries in the world, but despite their investment in renewable energy, both their energy sectors relied on fossil fuels. By comparison, Latin America and the Caribbean had the highest rate of renewable power consumed in the world, almost ****** that recorded in North America and Asia.

Graph and download economic data for Rest of the World; Foreign Corporate Equities Including Foreign Investment Fund Shares; Liability, Transactions (BOGZ1FA263164100A) from 1946 to 2024 about foreign, equity, transactions, liabilities, and investment.

Global investment in carbon capture and storage (CCS) almost doubled in 2023, reaching a record 11.33 billion U.S. dollars. Annual global investment in CCS projects and technologies has almost quadrupled since 2020. Despite this growth, CCS currently accounts for less than one percent of global investments in the energy transition.

Global investment in energy efficiency reached 0.38 trillion U.S. dollars in 2023, marking a significant commitment to sustainable practices worldwide. This figure represents a slight decrease from the previous year but is projected to grow by nearly 10 percent by 2030, based on current and proposed energy and infrastructure policies. The increasing focus on energy efficiency underscores its crucial role in addressing climate change and reducing global energy consumption. Challenges in meeting energy intensity goals Despite the substantial investment in energy efficiency, progress toward meeting global energy intensity targets remains slow. In 2021, primary energy intensity decreased by only 0.8 percent year-over-year, falling short of the annual 3.8 percent improvement needed to achieve the Sustainable Development Goal target of doubling the global rate of energy intensity improvement between 2010 and 2030, compared to the average in the period between 1990 and 2010. This gap highlights the need for accelerated efforts and increased investment in energy-efficient technologies and practices across all sectors. Regional variations in energy efficiency investments Investment patterns in clean energy vary significantly across regions, reflecting different priorities and economic conditions. In 2024, the Asia Pacific region was estimated to invest nearly 218 billion U.S. dollars in energy efficiency and end-use energy, of which over 85 percent in China. In contrast, the United States' investment in energy efficiency and end-use of energy was below 90 billion U.S. dollars.

Estonia EE: Portfolio Investment Assets: World Minus 25 Significant Financial Centers data was reported at 13.161 USD bn in 2023. This records an increase from the previous number of 12.554 USD bn for 2022. Estonia EE: Portfolio Investment Assets: World Minus 25 Significant Financial Centers data is updated yearly, averaging 7.730 USD bn from Dec 2013 (Median) to 2023, with 11 observations. The data reached an all-time high of 13.748 USD bn in 2021 and a record low of 1.559 USD bn in 2015. Estonia EE: Portfolio Investment Assets: World Minus 25 Significant Financial Centers data remains active status in CEIC and is reported by International Monetary Fund. The data is categorized under Global Database’s Estonia – Table EE.IMF.CPIS: BPM6: Portfolio Investment Assets: by Country: Annual.

Assets Under Management Market Outlook

According to our latest research, the global Assets Under Management (AUM) market size reached USD 123.6 trillion in 2024, reflecting a robust expansion fueled by strong investment inflows and evolving investor preferences. With a compound annual growth rate (CAGR) of 7.1% projected from 2025 to 2033, the market is expected to attain a value of approximately USD 232.3 trillion by 2033. This sustained growth is primarily driven by the increasing participation of retail and institutional investors, technological advancements in asset management platforms, and a global shift towards diversified portfolios.

The growth trajectory of the Assets Under Management market is underpinned by several critical factors. Foremost among these is the rising global wealth, particularly in emerging economies, which has led to a significant increase in investable assets. As middle-class populations expand and high-net-worth individuals (HNWIs) proliferate, demand for professional asset management services has surged. Additionally, the adoption of digital investment platforms and robo-advisors has democratized access to sophisticated investment solutions, enabling a broader spectrum of investors to participate in capital markets. This democratization, coupled with growing financial literacy, has further propelled the market's expansion.

Another pivotal growth factor is the evolving regulatory landscape, which has fostered greater transparency and investor protection across global markets. Regulatory reforms in major economies, such as the United States, Europe, and Asia Pacific, have enhanced trust in asset management firms and encouraged institutional participation. Furthermore, the shift towards sustainable and ESG (Environmental, Social, and Governance) investing has opened new avenues for asset managers, as investors increasingly seek portfolios aligned with their values. This trend has not only attracted new capital but also prompted innovation in product offerings, including green bonds, ESG funds, and impact investing vehicles.

Technological innovation continues to play a transformative role in the AUM market's growth. The integration of artificial intelligence, big data analytics, and blockchain technology has revolutionized portfolio management, risk assessment, and client servicing. Asset managers are leveraging these technologies to enhance decision-making, improve operational efficiency, and deliver personalized investment solutions. The rise of online platforms and mobile applications has further streamlined the investment process, making it more accessible and user-friendly. As a result, both retail and institutional investors are increasingly turning to technology-driven asset management solutions to optimize returns and manage risk.

From a regional perspective, North America remains the largest market for Assets Under Management, accounting for over 43% of the global market in 2024. However, the Asia Pacific region is experiencing the fastest growth, driven by rapid economic development, rising affluence, and regulatory liberalization. Europe continues to be a significant player, benefiting from a mature financial ecosystem and a strong institutional investor base. Meanwhile, Latin America and the Middle East & Africa are emerging as promising markets, supported by favorable demographics and increasing foreign investment. This diverse regional landscape underscores the global nature of the AUM market and highlights the importance of tailored strategies to capture growth opportunities across different geographies.

Asset Class Analysis

The asset class segment is a fundamental driver of the Assets Under Management market, reflecting the diverse investment preferences of global investors. Equities remain the largest asset class, accounting for approximately 38% of total AUM in 2024. The enduring appeal of equities stems from their potential for capital appreciation and thei

Costa Rica Foreign Direct Investment Position: Outward: Total: World Not Allocated data was reported at 81.140 USD mn in 2022. This records an increase from the previous number of 72.602 USD mn for 2021. Costa Rica Foreign Direct Investment Position: Outward: Total: World Not Allocated data is updated yearly, averaging 82.609 USD mn from Dec 2017 (Median) to 2022, with 6 observations. The data reached an all-time high of 112.392 USD mn in 2017 and a record low of 72.602 USD mn in 2021. Costa Rica Foreign Direct Investment Position: Outward: Total: World Not Allocated data remains active status in CEIC and is reported by Organisation for Economic Co-operation and Development. The data is categorized under Global Database’s Costa Rica – Table CR.OECD.FDI: Foreign Direct Investment Position: by Region and Country: OECD Member: Annual. Reverse investment: Netting of reverse investment in equity (when a direct investment enterprise acquires less than 10% equity ownership in its parent) and reverse investment in debt (when a direct investment enterprise extends a loan to its parent) is applied in the recording of total inward and outward FDI transactions and positionsTreatment of debt FDI transactions and positions between fellow enterprises: directional basis according to the residency of the ultimate controlling parent (extended directional principle).; Under the directional presentation , the direct investment flows and positions are organised according to the direction of the investment for the reporting economy-either outward or inward . So, for a particular country, all flows and positions of direct investors resident in that economy are shown under outward investment and all flows and positions for direct investment enterprises resident in that economy are shown under inward investment. The directional presentation reflects the direction of influence. For more details, see a complete note on ' Asset/liability versus directional presentation '; FDI financial flows are cross-border transactions between affiliated parties (direct investors, direct investment enterprises and/or fellow enterprises) recorded during the reference period (typically year or quarter). FDI positions represent the value of the stock of direct investments held at the end of the reference period (typically year or quarter). The change in direct investment positions from one period to the next is equal to the value of financial transactions recorded during the period plus other changes in prices, exchange rates, and volume. FDI income data are closely linked to the stocks of investments and are used for analysis of the productivity of the investment and calculation of the rate of return on the total funds invested. The main financial instrument components of FDI are equity and debt instruments. Equity includes common and preferred shares (exclusive of non-participating preference shares which should be included under debt), reserves, capital contributions and reinvestment of earnings. Dividends, distributed branch earnings, reinvested earnings and undistributed branch earnings are components of FDI income on equity . Reinvested earnings and reinvestment of earnings are separately identified components of equity in FDI income data and in FDI financial flows. Debt instruments include marketable securities such as bonds, debentures, commercial paper, promissory notes, non-participating preference shares and other tradable non-equity securities as well as loans, deposits, trade credit and other accounts payable/ receivable.The interest returns on the above instruments are included in FDI income on debt .; Resident Special Purpose Entities (SPEs) do not exist or are not significant and are recorded as zero in the FDI database. Valuation method used for listed inward and outward equity positions: Book value. Valuation method used for unlisted inward and outward equity positions: Book value. Valuation method used for inward and outward debt positions: Book value. .

Graph and download economic data for Rest of the World; Foreign Corporate Equities Including Foreign Investment Fund Shares; Liability, Market Value Levels (BOGZ1LM263164100Q) from Q4 1945 to Q1 2025 about market value, foreign, equity, liabilities, and investment.

The total global energy transition investment towards decarbonization amounted to over two trillion U.S. dollars in 2024, which was a record high. That was a 11 percent increase compared to the previous year's investments in the energy transition. Investments in renewable energy accounted for roughly a third of global energy transition investments in 2023.

United States - Rest of the World; Foreign Direct Investment in U.S.; Asset (Market Value), Transactions was 358443.00000 Mil. of $ in October of 2024, according to the United States Federal Reserve. Historically, United States - Rest of the World; Foreign Direct Investment in U.S.; Asset (Market Value), Transactions reached a record high of 956604.00000 in January of 2015 and a record low of -293969.00000 in January of 2014. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Rest of the World; Foreign Direct Investment in U.S.; Asset (Market Value), Transactions - last updated from the United States Federal Reserve on May of 2025.

Murano Global Investments reported 956K in Stock for its fiscal quarter ending in June of 2024. Data for Murano Global Investments | MRNO - Stock including historical, tables and charts were last updated by Trading Economics this last July in 2025.

The average for 2023 based on 54 countries was 270.39 billion U.S. dollars. The highest value was in the USA: 5971.33 billion U.S. dollars and the lowest value was in the Seychelles: 0.34 billion U.S. dollars. The indicator is available from 1960 to 2023. Below is a chart for all countries where data are available.

Aside from the expectations noted by investors in 2018, the average annual expected return on investment portfolios has increased year on year. 2022 has been the most optimistic year so far, with survey respondents projecting an average return of roughly **** percent.

Graph and download economic data for Rest of the World; Equity and Investment Fund Shares Excluding Mutual Fund Shares, Money Market Fund Shares, and Other Equity; Liability (IMA), Transactions (BOGZ1FA263181125Q) from Q4 1946 to Q1 2023 about fund shares, marketable, shares, mutual funds, IMA, equity, transactions, liabilities, World, and investment.