Investments Market Report 2025

The investments market size has grown strongly in recent years. It will grow from $4.14 trillion in 2024 to $4.44 trillion in 2025 at a compound annual growth rate (CAGR) of 7.2%. The growth in the historic period can be attributed to high inflation rates, economic growth, global events, corporate earnings, government policies, commodity prices.

The investments market size is expected to see strong growth in the next few years. It will grow to $5.91 trillion in 2029 at a compound annual growth rate (CAGR) of 7.4%. The growth in the forecast period can be attributed to growing sustainable investing, digital currencies, global trade dynamics, regulatory changes, cybersecurity concerns. Major trends in the forecast period include adoption of robo-advisors, private equity and venture capital investments, real assets and infrastructure investments, artificial intelligence in investment strategies, diversified investment portfolios.

Numerous wealth management firms are strategically investing in advanced big data analytics capabilities to derive insights that enhance and optimize service offerings, ultimately driving revenue growth. The deployment of big data solutions plays a crucial role in providing insights into client segments, product penetration, and evaluating the effectiveness of training programs. These technologies enable wealth management companies to assess clients' preferences, lifetime value, investment patterns, and risk tolerance. Moreover, big data analytics aids in monitoring business performance, improving client acquisition and retention rates, boosting sales, and delivering real-time investment advice. An illustrative example is CargoMetrics, a Boston-based investment firm that utilized the Automatic Identification System (AIS) to gather data on commodity movements. This data was employed to develop an analytics platform for trading commodities, currencies, and equity index funds. Additionally, the tool was successfully marketed to other hedge funds and wealth management entities.

The anticipated increase in economic growth is poised to drive the expansion of the investment market in the foreseeable future. Economic growth, characterized by a sustained rise in the production and consumption of goods and services within an economy, brings forth several advantages for investments. This includes an upsurge in investment opportunities, heightened returns, increased consumer spending, and expanded foreign trade. As of September 2023, the Bureau of Economic Analysis reported a 2.1% annualized growth rate in real gross domestic product (GDP) for the second quarter of 2023, reflecting a positive trend. Hence, the anticipated upswing in economic growth serves as a driving force behind the growth of the investment market.

Wealth management firms are increasingly embracing a hybrid service model, offering a blend of standardized and personalized advice to a global client base. The demand for both standardized and customized solutions has grown significantly, prompting wealth management firms to leverage computer-driven analysis for standardized advisory services. Simultaneously, they maintain a high level of granularity in their offerings, delivering tailored solutions to meet individual client needs.

Major companies are at the forefront of innovation, introducing new batches of dual investment products to fortify their market positions. Dual investment products refer to financial instruments that combine features from two distinct types of investments. For instance, in September 2023, Binance, a company based in the Cayman Islands specializing in cryptocurrency exchanges, unveiled a fresh batch of dual investment products. These products come with updated target prices and settlement dates, offering users free access to Buy Low and Sell High options at their chosen prices on selected future dates. Designed to cater to new Dual Investment users, the products include a step-by-step guide for better user understanding. Notably, the unique feature of these products is the absence of trading fees, coupled with the potential for high rewards.

In April 2022, The Goldman Sachs Group Inc., a US-based investment banking firm, acquired NN Investment Partners from NN Group N.V. for $1.83 billion. This acquisition is intended to bolster Goldman Sachs' presence in European equity and investment-grade credit, as well as in sustainable and impact equity, and green bonds. NN Group N.V. is a Netherlands-based company specializing in insurance and investment management.

Major companies operating in the investments market include Berkshire Hathaway Inc., Industrial and Commercial Bank of China (ICBC), JPMorgan Chase & Co., Bank of America Corporation, Legal & General Group plc, Citigroup Inc., INTL FCStone Inc., MORGAN STANLEY & Co. Inc., Goldman Sachs Group Inc., UBS Group AG, Fidelity Investments, Charles Schwab Corporation, Bank of New York Mellon Corporation, BlackRock Inc., Ameriprise Financial Inc., State Street Corporation, Raymond James Financial Inc., Vanguard Group Inc., Franklin Resources Inc., Jefferies Financial Group Inc., Northern Trust Corporation, T. Rowe Price Group Inc., Invesco Ltd., Evercore Inc., Lazard Ltd., Affiliated Managers Group Inc., E*TRADE Financial Corporation, Houlihan Lokey Inc., PJT Partners Inc., Moelis & Company, CNP Assurances.

Western Europe was the largest region in the investments market in 2024. North America was the second-largest region in the investments market. The regions covered in the investments market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the investments market report are Australia, China, India, Indonesia, Japan, South Korea, Bangladesh, Thailand, Vietnam, Malaysia, Singapore, Philippines, Hong Kong, New Zealand, USA, Canada, Mexico, Brazil, Chile, Argentina, Colombia, Peru, France, Germany, UK, Austria, Belgium, Denmark, Finland, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, Russia, Czech Republic, Poland, Romania, Ukraine, Saudi Arabia, Israel, Iran, Turkey, UAE, Egypt, Nigeria, South Africa.

An investment is a forward-looking purchase of products aimed at generating income or building wealth over time. The primary objective of investments is to increase wealth, produce income, or meet specific financial goals, and they can carry different levels of risk and potential return.

The primary types of investments encompass wealth management, securities brokerage, stock exchange services, and investment banking. Wealth management involves securing and growing wealth through various modes, including online and offline channels, catering to both Business-to-Business (B2B) and Business-to-Consumer (B2C) end-users.

The investments research report is one of a series of new reports that provides investments statistics, including investments industry global market size, regional shares, competitors with investments share, detailed investments segments, market trends and opportunities, and any further data you may need to thrive in the investments industry. This investments research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

The investment market consists of revenues earned by entities by providing investment management activities such as securities underwriting, stock brokerage and wealth management services. It does not include the value of investments held or the amount of money invested in a given year, but fees, commissions or margins on the amounts invested. The investment industry is categorized on the basis of the business model of the firms present in the industry though some investment firms offer other financial services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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