全球资产负债表的崛起：我们如何有效地利用我们的财富（英）-麦肯锡-2021-196页

The rise and rise of the global balance sheet How productively are we using our wealth? November 2021 McKinsey Global Institute Since its founding in 1990, the McKinsey Global Institute (MGI) has sought to develop a deeper understanding of the evolving global economy. As the business and economics research arm of McKinsey & Company, MGI aims to help leaders in the commercial, public, and social sectors understand trends and forces shaping the global economy. MGI research combines the disciplines of economics and management, employing the analytical tools of economics with the insights of business leaders. Our “microto-macro” methodology examines microeconomic industry trends to better understand the broad macroeconomic forces affecting business strategy and public policy. MGI’s in-depth reports have covered more than 20 countries and 30 industries. Current research focuses on seven themes: growth and competition; labor markets and work; financial markets and investment; consumers, behavior, and health; resources and sustainability; technology and innovation; and society and institutions. Recent reports have assessed the impact of the COVID-19 crisis on the future of work, productivity and growth, and consumer demand; prioritizing health; the social contract; Black economic mobility; the impact of AI; the Bio Revolution; physical climate risk; the impact of corporations on the economy and households; and global value chains. MGI is led by three McKinsey & Company senior partners: co-chairs James Manyika and Sven Smit and director Jonathan Woetzel. Michael Chui, Mekala Krishnan, Anu Madgavkar, Jan Mischke, Jaana Remes, Jeongmin Seong, and Tilman Tacke are MGI partners. Project teams are led by the MGI partners and include consultants from McKinsey offices around the world. These teams draw on McKinsey’s global network of partners and industry and management experts. The MGI Council is made up of McKinsey leaders and includes Hemant Ahlawat, Michael Birshan, Andrés Cadena, Sandrine Devillard, André Dua, Kweilin Ellingrud, Katy George, Rajat Gupta, Eric Hazan, Solveigh Hieronimus, Acha Leke, Clarisse Magnin, Jurica Novak, Gary Pinkus, Hamid Samandari, Sha Sha, Oliver Tonby, and Eckart Windhagen. The Council members help shape the research agenda, lead high-impact research, and share the findings with decision makers around the world. In addition, leading economists, including Nobel laureates, advise MGI research. This report contributes to MGI’s mission to help business and policy leaders understand the forces transforming the global economy and prepare for the next wave of growth. As with all MGI research and reports, this work is independent and reflects our own views. Th...