What Has Been Investments Market in Recent Years?
The investments market has seen considerable growth due to a variety of factors.
• The market size for investments has seen substantial growth in the past few years. Its growth is projected to increase from $4147.38 billion in 2024 to $4447.99 billion in 2025, yielding a compound annual growth rate (CAGR) of 7.2%.
The growth witnessed in the historical period can be credited to factors such as high inflation rates, economic development, global occurrences, corporate profits, government principles, and commodity prices.
What Will Be The Investments Market Size In The Future?
The investments market is expected to maintain its strong growth trajectory in upcoming years.
• The market size for investments is forecasted to witness robust expansion in the forthcoming years. By 2029, it is anticipated to reach $5912.89 billion, with a compound annual growth rate (CAGR) of 7.4%.
The escalation expected in the forecast period can be credited to the increase in sustainable investments, digital currencies, worldwide trade scenarios, regulatory adjustments, and issues related to cybersecurity. The major trends predicted for this phase comprise the implementation of robo-advisors, private equity and venture capital investments, real assets and infrastructure investments, the use of artificial intelligence in devising investment strategies, and diversified investment portfolios.
What Factors Are Driving Growth In The Investments Market?
Numerous finance management firms are turning to big data analytics as an investment, seeking to garner insights that can upgrade and fine-tune their services hence boosting income. The implementation of big data solutions is providing essential insights into client demographics, product reach, and reviews the success of training programs. These technologies are being adopted to evaluate the propensity of current and prospective clients to buy an array of services and products offered by a finance management company, their lifetime worth, investment trends, and the clients' ability to accommodate risks. This technology is also assisting finance management companies to monitor their business productivity, improve customer acquisition and retention, boost sales, and provide immediate investment advice. For example, CargoMetrics, a Boston-based investment company, utilized an Automatic Identification System (AIS) to gather information on commodities movement, like cargo location and size, to create a trading platform for commodities, currencies, and equity index funds. This product was eventually marketed to other hedge funds and wealth managers.
What are the Market Segments in the Investments Market?
The investments market covered in this report is segmented –
1) By Type: Wealth Management, Securities Brokerage And Stock Exchange Services, Investment Banking
2) By Mode: Online, Offline
3) By End User: B2B, B2C
Subsegments:
1) By Wealth Management: Private Wealth Management, Portfolio Management, Financial Planning, Estate Planning
2) By Securities Brokerage And Stock Exchange Services: Full-Service Brokerage, Discount Brokerage, Online Trading Platforms, market Making Services
3) By Investment Banking: Mergers And Acquisitions Advisory, Equity Capital markets Underwriting, Debt Capital markets Underwriting, Financial Advisory Services
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What Trends are Shaping the Investments Market?
The need for both standardized and tailored advice in the market globally has led to an upsurge in hybrid services offered by wealth management firms. The driving factor for this is the increasing consumer demand for sturdy, reliable solutions. To cater to this, these firms are turning to computer-driven analysis for the provision of standardized advisory services, while also ensuring a detailed approach with custom-made solutions.
Who Are the Key Players in the Investments Market?
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
What are the Regional Insights into the Investments Market?
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.
