McKinsey Global Institute

Global balance sheet

Explore McKinsey Global Institute research on the wealth and health of the global economy through the lens of the global balance sheet.
Stacks of gold coins rest on top of a precarious tower made of wooden rectangular blocks against a deep blue background.
Report

The global balance sheet 2026: Imbalance and divergence

-
Several asset classes grew further out of balance with the economy, raising the possibility of corrections through inflation, asset valuation losses, or, optimally, productivity.

More Insights

Three tops, two silver and one red, are arranged in a vertical stack on a blue surface. The tops are uneasily balanced, with the red top positioned above the two silver ones.
Report - MGI Research
Out of balance: What’s next for growth, wealth, and debt?
-
Amid rising economic uncertainty, this research takes a long-term view on wealth and growth rooted in government, corporate,...
A woman in black rock-climbing clothing navigates a large overhanging bolder without a rope. She has a firm hold with both hands but seeks a foot hold as she makes her way over the protruding rock.
Report - MGI Research
The future of wealth and growth hangs in the balance
-
The past two decades have generated $160 trillion in paper wealth but sluggish growth and rising inequality. What comes next?
" "
Report - MGI Research
Global balance sheet 2022: Enter volatility
-
Growth in the global balance sheet accelerated during the pandemic, but paused in 2022.
""
Report - MGI Research
The rise and rise of the global balance sheet: How productively are we using our wealth?
-
Net worth has tripled since 2000, but the increase mainly reflects valuation gains in real assets, especially real estate, rather...
An arc of pebbles along the coast
Podcast - MGI Research

A peek at the future health and wealth of our global economy

-
A new McKinsey report looks at four scenarios for inflation, interest rates, and growth over the next decade. Three of the economic outcomes portend stagnation and stagflation—but one offers hope.
The future of wealth and growth hangs in the balance Tom Lee- Devlin, Olivia White, Catherine Mann, Christian Stracke
Article

Watch the replay: Experts discuss scenarios for the global economy and how leaders can reset business models for a period of sustained uncertainty and change

-
How can leaders prepare for an economic, banking, and investment landscape that in the next ten years may look materially different from the past 20?

Featured experts

Jan Mischke
McKinsey Global Institute PartnerZurich
Leads MGI’s research on productivity and prosperity
Rebecca J. Anderson
Senior Fellow, McKinsey Global InstituteWashington DC
Leads research on economic growth and the financial system, in the United States and globally
Arvind Govindarajan
McKinsey Global Institute PartnerBoston
Focuses on global economic trends, productivity, and risk management, and brings deep expertise in scenario design and modeling across industries.

Connect with the McKinsey Global Institute

Contact