Investments Market Report 2026

The investments market size has grown strongly in recent years. It will grow from $4.47 trillion in 2025 to $4.77 trillion in 2026 at a compound annual growth rate (CAGR) of 6.8%. The growth in the historic period can be attributed to increasing household savings rates, expansion of capital market access, growth of institutional investment products, rising awareness of wealth management, increasing availability of diversified investment instruments.

The investments market size is expected to see strong growth in the next few years. It will grow to $6.44 trillion in 2030 at a compound annual growth rate (CAGR) of 7.8%. The growth in the forecast period can be attributed to growing adoption of robo-advisory services, rising focus on long-term wealth preservation, expansion of digital investment platforms, increasing demand for alternative assets, growing emphasis on personalized investment strategies. Major trends in the forecast period include increasing adoption of online investment platforms, rising demand for diversified asset portfolios, growing focus on sustainable and esg investments, expansion of retail investor participation, enhanced use of data-driven portfolio management.

The increase in economic growth is anticipated to drive the expansion of the investment market in the coming years. Economic growth refers to the rise in the production and consumption of goods and services within an economy over a specific period. Investments gain from economic growth in multiple ways, such as enhanced investment opportunities, higher returns, increased consumer spending, and expanded foreign trade. For example, in September 2023, according to the Bureau of Economic Analysis, a US government agency, real gross domestic product (GDP) grew at an annual rate of 2.1% in the second quarter of 2023. Consequently, the growth in economic activity is supporting the expansion of the investment market.

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 November 2025, Patria Investments Limited, a Brazil-based private equity and investment management firm, acquired a majority stake in Solis Investimentos LTDA for an undisclosed sum. Through this acquisition, Patria seeks to expand its credit platform across Latin America, enhance its lending capabilities, and broaden its market presence in the region. Solis Investimentos LTDA is a Brazil-based financial services company focusing on credit solutions and investment management for both corporate and retail clients.

Major companies operating in the investments market are 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.

Western Europe was the largest region in the investments market in 2025. North America was the second-largest region in the investments market. The regions covered in the investments market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the investments market report are China, India, Japan, Australia, Indonesia, South Korea, Bangladesh, Thailand, Vietnam, Malaysia, Singapore, Philippines, Hong Kong, Taiwan, New Zealand, UK, Germany, France, Italy, Spain, Austria, Belgium, Denmark, Finland, Ireland, Netherlands, Norway, Portugal, Sweden, Switzerland, Russia, Czech Republic, Poland, Romania, Ukraine, USA, Canada, Mexico, Brazil, Chile, Argentina, Colombia, Peru, Saudi Arabia, Israel, Iran, Turkey, UAE, Egypt, Nigeria, South Africa.

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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