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Global Capital Markets

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report | McKinsey Global Institute

Debt and (not much) deleveraging

February 2015—Global debt has grown by $57 trillion and no major economy has decreased its debt-to-GDP ratio since 2007. High government debt in advanced economies, mounting household debt, and the rapid rise of China’s debt are areas of potential concern.more

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Editor's choice

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interview

A conversation with Jim Coulter

February 2015—The veteran investor discusses alternative assets, shifting currents within the industry, and how management fees are like a two-by-four.more

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article | McKinsey Quarterly

Harnessing the power of shifting global flows

February 2015—Here’s what countries and executives need to know to benefit from the next—and markedly different—wave of globalization.more

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report | McKinsey Global Institute

Global flows in a digital age

April 2014—The movement of goods and services, finance, and people has reached previously unimagined levels. Global flows are creating new degrees of connectedness among economies—and playing an ever-larger role in determining the fate of nations, companies, and individuals. To be unconnected is to fall behind.more

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How they fell: The collapse of Chinese cross-border listings

December 2013—As the China–US IPO pipeline restarts, recent history offers lessons for companies, investors, and regulators.more

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report | McKinsey Global Institute

QE and ultra-low interest rates: Distributional effects and risks

November 2013—Ultra-low interest rates, in part as a result of central-bank policies since 2007, have had a very different distributional impact on governments, corporations, financial institutions, and households.more

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report | McKinsey Global Institute

Financial globalization: Retreat or reset?

March 2013—Cross-border capital flows remain 60 percent below their precrisis peak, and growth in financial assets around the world has stalled. Continued retrenchment could jeopardize investment and recovery unless policy makers can "reset" the financial system for a healthier flow of financing that supports economic growth.more

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report | McKinsey Global Institute

Debt and deleveraging: Uneven progress on the path to growth

January 2012—Reducing debt in mature economies continues to be a long and slow process. But lessons of history show that with the right reforms during deleveraging, countries can return to robust long-term growth.more

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report | McKinsey Global Institute

The emerging equity gap: Growth and stability in the new investor landscape

December 2011—Short of a very rapid change in investor behavior and adoption of new policies in the largest emerging economies, the role of equities in the global financial system may be reduced in the coming decade.more

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interview | McKinsey Quarterly

Understanding the Second Great Contraction: An interview with Kenneth Rogoff

October 2011—The economist and coauthor of This Time Is Different explains what history can teach us about the global downturn and why climbing out of it is still rife with risks. more

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report | McKinsey Global Institute

Farewell to cheap capital? The implications of long-term shifts in global investment and saving

December 2010—By 2020, half of the world's saving and investment will take place in emerging markets, and there will be a substantial gap between global investment demand and the world's likely saving.more

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The material on this page draws on the research and experience of McKinsey consultants and other sources. To learn more about our expertise, please visit the Corporate Finance Practice, Financial Services Practice, McKinsey Global Institute.